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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,685 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $59,347 | $73,638-19.4% | $95,952-38.1% | $73,488-19.2% |
| Participation rate | 94.4% | 76.2%+18.2pp | 77.1%+17.3pp | 70.7%+23.7pp |
| Annual return | 11.52% | 16.78%-5.3pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $939 | $1,863-49.6% | $2,541-63.0% | $2,270-58.6% |
| Participant deferral / active EE | $4,089 | $3,617+13.0% | $4,167-1.9% | $3,740+9.3% |
| Admin fee / account holder | $170 | $482-64.7% | $6,795-97.5% | $513-66.9% |