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 | $5,441 |
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 | $60,678 | $39,245+54.6% | $64,105-5.3% | $52,331+16.0% |
| Participation rate | 91.3% | 58.2%+33.0pp | 68.2%+23.1pp | 68.1%+23.2pp |
| Annual return | 0.47% | 14.79%-14.3pp | 791.24%-790.8pp | 4.54%-4.1pp |
| Employer contribution / active EE | $520 | $736-29.4% | $1,820-71.4% | $1,882-72.4% |
| Participant deferral / active EE | $3,008 | $1,992+51.0% | $2,822+6.6% | $3,022-0.5% |
| Admin fee / account holder | $24 | $592-96.0% | $4,499-99.5% | $592-95.9% |