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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,372 |
Filed as: GLOBAL RETIREMENT Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,386 |
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 | $15,112 | $34,677-56.4% | $77,024-80.4% | $64,808-76.7% |
| Participation rate | 77.1% | 49.8%+27.3pp | 67.9%+9.2pp | 71.5%+5.7pp |
| Annual return | -15.89% | -5.33%-10.6pp | 42.32%-58.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $403 | $1,370-70.6% | $2,812-85.7% | $2,506-83.9% |
| Participant deferral / active EE | $2,560 | $2,556+0.2% | $4,426-42.2% | $4,310-40.6% |
| Admin fee / account holder | $118 | $179-34.1% | $5,425-97.8% | $188-37.3% |