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 10-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,282 |
WORKPLACE BENEFITS, INC.5+ years Service code 49 · EIN 22-3719429 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,000 | $51,620+12.4% | $90,281-35.8% | $65,185-11.0% |
| Participation rate | 77.7% | 68.6%+9.1pp | 73.3%+4.4pp | 70.2%+7.5pp |
| Annual return | 21.65% | 24.94%-3.3pp | 78.10%-56.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $905 | $2,235-59.5% | $2,854-68.3% | $2,177-58.4% |
| Participant deferral / active EE | $3,959 | $2,871+37.9% | $3,885+1.9% | $3,514+12.7% |
| Admin fee / account holder | $157 | $384-59.1% | $5,351-97.1% | $847-81.4% |