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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,302 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,561 | $73,404-25.7% | $87,100-37.4% | $67,579-19.3% |
| Participation rate | 76.8% | 80.9%-4.1pp | 76.9%-0.1pp | 71.3%+5.5pp |
| Annual return | 24.08% | 48.29%-24.2pp | 28.19%-4.1pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,386 | $2,014-31.2% | $2,521-45.0% | $2,148-35.5% |
| Participant deferral / active EE | $4,078 | $3,913+4.2% | $4,049+0.7% | $3,539+15.2% |
| Admin fee / account holder | $92 | $142-34.8% | $7,497-98.8% | $142-35.1% |