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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,529 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,589 | $64,909+10.3% | $82,313-13.0% | $62,292+14.9% |
| Participation rate | 42.6% | 74.9%-32.3pp | 76.9%-34.3pp | 69.5%-26.9pp |
| Annual return | 18.70% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $422 | $1,676-74.8% | $2,428-82.6% | $2,042-79.3% |
| Participant deferral / active EE | $2,035 | $3,103-34.4% | $3,706-45.1% | $3,169-35.8% |
| Admin fee / account holder | $89 | $440-79.8% | $5,608-98.4% | $479-81.5% |