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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,994 |
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 | $53,434 | $65,561-18.5% | $91,541-41.6% | $74,304-28.1% |
| Participation rate | 91.3% | 56.6%+34.7pp | 69.8%+21.5pp | 60.3%+31.0pp |
| Annual return | 14.35% | 17.68%-3.3pp | 20.50%-6.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,456 | $1,717-15.2% | $2,505-41.9% | $2,241-35.0% |
| Participant deferral / active EE | $3,999 | $2,918+37.0% | $4,008-0.2% | $3,767+6.1% |
| Admin fee / account holder | $24 | $3,333-99.3% | $6,956-99.7% | $2,969-99.2% |