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 | $151,767 |
MORNINGSTAR4+ 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 | $131,731 | $88,122+49.5% | $141,162-6.7% | $67,579+94.9% |
| Participation rate | 88.0% | 76.5%+11.5pp | 82.5%+5.5pp | 71.3%+16.7pp |
| Annual return | 24.58% | 75.40%-50.8pp | 71.39%-46.8pp | 378.56%-354.0pp |
| Employer contribution / active EE | $5,038 | $3,224+56.2% | $4,735+6.4% | $2,148+134.6% |
| Participant deferral / active EE | $8,120 | $5,958+36.3% | $6,709+21.0% | $3,539+129.4% |
| Admin fee / account holder | $205 | $131+56.7% | $10,261-98.0% | $142+44.1% |