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 5-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 | $20,193 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,927 | $44,960-73.5% | $84,966-86.0% | $74,495-84.0% |
| Participation rate | 76.3% | 49.4%+26.9pp | 67.5%+8.8pp | 67.2%+9.1pp |
| Annual return | 15.28% | 26.24%-11.0pp | 66.38%-51.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,411 | $2,731+24.9% | $4,519-24.5% | $4,346-21.5% |
| Admin fee / account holder | $105 | $2,209-95.3% | $6,149-98.3% | $1,942-94.6% |