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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,948 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,559 | $121,341-46.8% | $189,513-65.9% | $79,386-18.7% |
| Participation rate | 91.8% | 86.1%+5.7pp | 87.8%+4.0pp | 70.7%+21.1pp |
| Annual return | 18.42% | 21.08%-2.7pp | 555.15%-536.7pp | 116.85%-98.4pp |
| Employer contribution / active EE | $951 | $3,915-75.7% | $6,162-84.6% | $2,427-60.8% |
| Participant deferral / active EE | $5,886 | $6,395-8.0% | $8,221-28.4% | $4,046+45.5% |
| Admin fee / account holder | $91 | $651-86.0% | $12,045-99.2% | $626-85.4% |