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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,652 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,385 | $34,677-87.4% | $77,024-94.3% | $64,808-93.2% |
| Participation rate | 74.9% | 49.8%+25.1pp | 67.9%+7.0pp | 71.5%+3.4pp |
| Annual return | -40.58% | -5.33%-35.2pp | 42.32%-82.9pp | 32.82%-73.4pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,191 | $2,556+24.8% | $4,426-27.9% | $4,310-26.0% |
| Admin fee / account holder | $30 | $179-83.3% | $5,425-99.5% | $188-84.1% |