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 6-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 | $73,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,621 | $34,677-66.5% | $77,024-84.9% | $64,808-82.1% |
| Participation rate | 76.3% | 49.8%+26.4pp | 67.9%+8.4pp | 71.5%+4.8pp |
| Annual return | -26.19% | -5.33%-20.9pp | 42.32%-68.5pp | 32.82%-59.0pp |
| Employer contribution / active EE | $1,028 | $1,370-25.0% | $2,812-63.5% | $2,506-59.0% |
| Participant deferral / active EE | $3,294 | $2,556+28.8% | $4,426-25.6% | $4,310-23.6% |
| Admin fee / account holder | $148 | $179-17.3% | $5,425-97.3% | $188-21.4% |