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 | $6,681 |
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 | $23,391 | $42,548-45.0% | $74,550-68.6% | $56,287-58.4% |
| Participation rate | 71.6% | 60.5%+11.1pp | 69.1%+2.5pp | 69.9%+1.8pp |
| Annual return | -6.73% | 12.40%-19.1pp | 32.53%-39.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $976 | $855+14.1% | $1,961-50.2% | $2,111-53.8% |
| Participant deferral / active EE | $2,487 | $2,277+9.2% | $3,108-20.0% | $3,350-25.8% |
| Admin fee / account holder | $55 | $467-88.2% | $5,060-98.9% | $521-89.4% |