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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,936 |
HAZARD & SIEGEL INC4 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 16-0954584 | Advisory (Plan) | $32,772 |
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 | $111,437 | $79,519+40.1% | $95,952+16.1% | $73,409+51.8% |
| Participation rate | 77.2% | 81.2%-4.0pp | 77.1%+0.1pp | 72.2%+5.0pp |
| Annual return | 22.28% | 19.20%+3.1pp | 91.61%-69.3pp | 59.29%-37.0pp |
| Employer contribution / active EE | $809 | $2,048-60.5% | $2,541-68.2% | $2,234-63.8% |
| Participant deferral / active EE | $3,073 | $4,138-25.8% | $4,167-26.3% | $3,805-19.3% |
| Admin fee / account holder | $181 | $184-1.9% | $6,795-97.3% | $158+14.5% |