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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,035 |
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 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 | $89,507 | $49,138+82.2% | $84,015+6.5% | $65,185+37.3% |
| Participation rate | 68.9% | 60.7%+8.1pp | 69.0%-0.2pp | 70.2%-1.3pp |
| Annual return | 26.18% | 23.00%+3.2pp | 71.31%-45.1pp | 29.38%-3.2pp |
| Employer contribution / active EE | $287 | $914-68.6% | $1,983-85.6% | $2,177-86.8% |
| Participant deferral / active EE | $4,316 | $2,397+80.1% | $3,239+33.3% | $3,514+22.8% |
| Admin fee / account holder | $23 | $543-95.7% | $6,101-99.6% | $847-97.2% |