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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,754 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,909 | $106,028-23.7% | $146,958-44.9% | $77,643+4.2% |
| Participation rate | 82.0% | 78.4%+3.6pp | 82.2%-0.2pp | 70.6%+11.4pp |
| Annual return | 30.36% | 56.73%-26.4pp | 418.34%-388.0pp | 31.24%-0.9pp |
| Employer contribution / active EE | $2,649 | $4,063-34.8% | $4,933-46.3% | $2,726-2.8% |
| Participant deferral / active EE | $8,825 | $7,990+10.5% | $8,070+9.4% | $4,647+89.9% |
| Admin fee / account holder | $17 | $337-95.0% | $12,998-99.9% | $430-96.1% |