See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,653 |
EQUITY SERVICES INC2 years Filed as: EQUITY SERVICES, INC. Service code 49 · EIN 03-0221141 | Other Services | $19,122 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,369 | $58,926-11.1% | $97,226-46.1% | $74,495-29.7% |
| Participation rate | 89.0% | 63.5%+25.5pp | 72.7%+16.3pp | 67.2%+21.8pp |
| Annual return | 21.14% | 16.04%+5.1pp | 75.13%-54.0pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $1,627 | $1,894-14.1% | $2,729-40.4% | $2,623-38.0% |
| Participant deferral / active EE | $8,884 | $3,664+142.5% | $4,264+108.4% | $4,346+104.4% |
| Admin fee / account holder | $173 | $1,974-91.2% | $5,654-96.9% | $1,942-91.1% |