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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,633 |
Service code 16 · EIN 26-4310632 | Consulting | $6,668 |
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 | $38,790 | $74,024-47.6% | $77,999-50.3% | $57,658-32.7% |
| Participation rate | 96.7% | 79.7%+17.0pp | 75.5%+21.2pp | 70.2%+26.5pp |
| Annual return | 8.09% | 12.14%-4.0pp | 425.96%-417.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,481 | $2,365-37.4% | $2,470-40.0% | $1,974-25.0% |
| Participant deferral / active EE | $1,987 | $3,533-43.8% | $3,497-43.2% | $3,061-35.1% |
| Admin fee / account holder | $56 | $93-39.5% | $5,480-99.0% | $95-40.4% |