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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,103 |
INFINEX INVESTMENTS INC2 years Service code 49 · EIN 06-1367288 | Other Services | $19,582 |
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 | $23,158 | $62,928-63.2% | $172,739-86.6% | $67,579-65.7% |
| Participation rate | 77.3% | 64.5%+12.9pp | 82.6%-5.3pp | 71.3%+6.1pp |
| Annual return | 18.20% | 30.36%-12.2pp | 802.84%-784.6pp | 378.56%-360.4pp |
| Employer contribution / active EE | $554 | $1,636-66.1% | $5,143-89.2% | $2,148-74.2% |
| Participant deferral / active EE | $1,389 | $2,145-35.2% | $5,198-73.3% | $3,539-60.7% |
| Admin fee / account holder | $211 | $167+26.6% | $13,954-98.5% | $142+48.2% |