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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,077 |
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 | $42,692 | $56,423-24.3% | $77,163-44.7% | $71,457-40.3% |
| Participation rate | 90.3% | 64.3%+26.0pp | 69.6%+20.7pp | 67.9%+22.3pp |
| Annual return | 16.62% | 19.05%-2.4pp | 37.87%-21.3pp | 28.85%-12.2pp |
| Employer contribution / active EE | $776 | $1,866-58.4% | $2,535-69.4% | $2,588-70.0% |
| Participant deferral / active EE | $4,133 | $3,142+31.6% | $3,833+7.8% | $4,289-3.6% |
| Admin fee / account holder | $16 | $1,429-98.8% | $5,472-99.7% | $1,587-99.0% |