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 | $1,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,871 | $45,566-3.7% | $64,105-31.6% | $59,632-26.4% |
| Participation rate | 60.9% | 60.2%+0.7pp | 68.2%-7.3pp | 68.7%-7.8pp |
| Annual return | 1.17% | 4.95%-3.8pp | 791.24%-790.1pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $445 | $934-52.4% | $1,820-75.5% | $2,203-79.8% |
| Participant deferral / active EE | $1,955 | $2,057-4.9% | $2,822-30.7% | $3,192-38.7% |
| Admin fee / account holder | $21 | $3,268-99.3% | $4,499-99.5% | $4,297-99.5% |