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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $564 |
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 | $54,383 | $46,732+16.4% | $156,549-65.3% | $55,167-1.4% |
| Participation rate | 75.3% | 65.8%+9.5pp | 84.0%-8.7pp | 69.0%+6.3pp |
| Annual return | 13.83% | 17.72%-3.9pp | 32.23%-18.4pp | 169.23%-155.4pp |
| Employer contribution / active EE | $5,993 | $2,105+184.7% | $5,501+8.9% | $1,963+205.4% |
| Participant deferral / active EE | $11,859 | $2,204+438.0% | $4,871+143.5% | $3,054+288.3% |
| Admin fee / account holder | $3 | $418-99.3% | $13,027-100.0% | $504-99.4% |