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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,566 |
Filed as: PACKERLAND BROKERAGE SERVICES, INC Service code 49 · EIN 39-1794957 | Other Services | $5,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,877 | $47,977-44.0% | $154,107-82.6% | $56,287-52.2% |
| Participation rate | 59.4% | 66.2%-6.7pp | 83.0%-23.6pp | 69.9%-10.4pp |
| Annual return | -6.10% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $570 | $2,169-73.7% | $5,298-89.2% | $2,111-73.0% |
| Participant deferral / active EE | $1,061 | $2,392-55.7% | $5,081-79.1% | $3,350-68.3% |
| Admin fee / account holder | $150 | $438-65.7% | $13,411-98.9% | $521-71.2% |