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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,919 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,665 | $34,492-86.5% | $80,004-94.2% | $55,191-91.5% |
| Participation rate | 90.5% | 62.9%+27.6pp | 73.0%+17.5pp | 69.2%+21.3pp |
| Annual return | 2.85% | 3.50%-0.6pp | 7.63%-4.8pp | 10.78%-7.9pp |
| Employer contribution / active EE | $666 | $1,043-36.2% | $2,473-73.1% | $1,899-64.9% |
| Participant deferral / active EE | $977 | $2,104-53.6% | $3,204-69.5% | $3,046-67.9% |
| Admin fee / account holder | $53 | $69-23.3% | $5,033-98.9% | $91-41.4% |