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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,859 | $91,372+1.6% | $129,995-28.6% | $74,419+24.8% |
| Participation rate | 52.4% | 77.8%-25.4pp | 78.5%-26.1pp | 70.7%-18.4pp |
| Annual return | 18.02% | 23.21%-5.2pp | -137.18%+155.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,583 | $2,563-38.3% | $4,320-63.4% | $2,637-40.0% |
| Participant deferral / active EE | $3,557 | $4,721-24.7% | $5,820-38.9% | $4,528-21.5% |
| Admin fee / account holder | $137 | $283-51.6% | $10,614-98.7% | $348-60.6% |