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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,553 |
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 | $24,077 | $49,138-51.0% | $84,015-71.3% | $65,185-63.1% |
| Participation rate | 91.0% | 60.7%+30.2pp | 69.0%+22.0pp | 70.2%+20.8pp |
| Annual return | 20.44% | 23.00%-2.6pp | 71.31%-50.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,191 | $914+30.3% | $1,983-40.0% | $2,177-45.3% |
| Participant deferral / active EE | $2,879 | $2,397+20.1% | $3,239-11.1% | $3,514-18.1% |
| Admin fee / account holder | $35 | $543-93.6% | $6,101-99.4% | $847-95.9% |