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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,888 |
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 | $47,398 | $62,127-23.7% | $81,382-41.8% | $74,495-36.4% |
| Participation rate | 90.4% | 64.0%+26.3pp | 69.5%+20.9pp | 67.2%+23.2pp |
| Annual return | 12.79% | 16.48%-3.7pp | 24.73%-11.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $741 | $1,882-60.6% | $2,463-69.9% | $2,623-71.8% |
| Participant deferral / active EE | $3,947 | $3,229+22.2% | $3,883+1.6% | $4,346-9.2% |
| Admin fee / account holder | $25 | $1,934-98.7% | $5,768-99.6% | $1,942-98.7% |