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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.
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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 | $36,342 |
Service code 49 · EIN 52-2114207 | Other Services | $34,428 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $84,059 | $123,793-32.1% | $177,821-52.7% | $79,858+5.3% |
| Participation rate | 97.9% | 84.7%+13.2pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 15.26% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,097 | $4,095+0.1% | $5,918-30.8% | $2,471+65.8% |
| Participant deferral / active EE | $5,390 | $5,956-9.5% | $7,714-30.1% | $3,740+44.1% |
| Admin fee / account holder | $333 | $7,243-95.4% | $12,427-97.3% | $5,306-93.7% |