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 | $85,293 |
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 | $48,963 | $107,459-54.4% | $135,903-64.0% | $80,160-38.9% |
| Participation rate | 58.4% | 78.0%-19.6pp | 81.9%-23.5pp | 72.9%-14.5pp |
| Annual return | 21.90% | 91.91%-70.0pp | 68.23%-46.3pp | 40.38%-18.5pp |
| Employer contribution / active EE | $2,335 | $3,877-39.8% | $4,856-51.9% | $2,978-21.6% |
| Participant deferral / active EE | $5,009 | $8,195-38.9% | $7,758-35.4% | $5,017-0.2% |
| Admin fee / account holder | $64 | $127-49.7% | $10,762-99.4% | $145-55.9% |