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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,662 |
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 | $20,356 | $45,283-55.0% | $155,790-86.9% | $52,331-61.1% |
| Participation rate | 95.2% | 62.2%+33.0pp | 76.1%+19.1pp | 68.1%+27.1pp |
| Annual return | -0.10% | 1.80%-1.9pp | 71.54%-71.6pp | 4.54%-4.6pp |
| Employer contribution / active EE | $969 | $1,329-27.1% | $3,836-74.7% | $1,882-48.5% |
| Participant deferral / active EE | $1,928 | $2,854-32.4% | $4,797-59.8% | $3,022-36.2% |
| Admin fee / account holder | $23 | $981-97.6% | $7,478-99.7% | $592-96.0% |