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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,730 |
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 | $30,492 | $56,503-46.0% | $70,092-56.5% | $64,808-53.0% |
| Participation rate | 95.0% | 70.5%+24.5pp | 70.5%+24.5pp | 71.5%+23.5pp |
| Annual return | -16.60% | -13.44%-3.2pp | 190.73%-207.3pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,225 | $2,046-40.1% | $2,559-52.1% | $2,506-51.1% |
| Participant deferral / active EE | $2,192 | $3,389-35.3% | $3,849-43.0% | $4,310-49.1% |
| Admin fee / account holder | $110 | $160-31.4% | $6,267-98.2% | $188-41.4% |