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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,663 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $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 | $126,209 | $155,795-19.0% | $136,294-7.4% | $69,631+81.3% |
| Participation rate | 92.2% | 75.2%+16.9pp | 81.9%+10.2pp | 70.7%+21.5pp |
| Annual return | 18.87% | 232464.33%-232445.5pp | 5155.94%-5137.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $4,696 | $2,991+57.0% | $4,6950% | $2,032+131.1% |
| Participant deferral / active EE | $7,845 | $5,394+45.4% | $6,247+25.6% | $3,224+143.3% |
| Admin fee / account holder | $37 | $128-71.5% | $9,243-99.6% | $110-66.9% |