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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,136 |
Filed as: HERNDON-RESTON INSURANCE AGENCY, IN Service code 49 · EIN 54-0834673 | Other Services | $3,132 |
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 | $66,838 | $59,054+13.2% | $97,226-31.3% | $77,643-13.9% |
| Participation rate | 97.0% | 67.9%+29.1pp | 72.7%+24.3pp | 70.6%+26.4pp |
| Annual return | 12.44% | 16.96%-4.5pp | 75.13%-62.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $782 | $1,742-55.1% | $2,729-71.3% | $2,726-71.3% |
| Participant deferral / active EE | $3,603 | $3,930-8.3% | $4,264-15.5% | $4,647-22.5% |
| Admin fee / account holder | $65 | $346-81.3% | $5,654-98.9% | $430-85.0% |