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 | $10,253 |
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 | $30,396 | $54,573-44.3% | $90,951-66.6% | $73,488-58.6% |
| Participation rate | 85.6% | 61.2%+24.5pp | 69.0%+16.6pp | 70.7%+14.9pp |
| Annual return | 13.83% | 16.69%-2.9pp | 134.60%-120.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $405 | $991-59.2% | $2,122-80.9% | $2,270-82.2% |
| Participant deferral / active EE | $3,708 | $2,517+47.3% | $3,373+9.9% | $3,740-0.8% |
| Admin fee / account holder | $65 | $521-87.5% | $5,959-98.9% | $513-87.3% |