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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.
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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,627 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,345 | $91,407+101.7% | $135,903+35.6% | $71,457+158.0% |
| Participation rate | 97.3% | 75.7%+21.6pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 15.68% | 29.90%-14.2pp | 68.23%-52.6pp | 28.85%-13.2pp |
| Employer contribution / active EE | $5,620 | $3,703+51.7% | $4,856+15.7% | $2,588+117.2% |
| Participant deferral / active EE | $10,995 | $7,092+55.0% | $7,758+41.7% | $4,289+156.4% |
| Admin fee / account holder | $44 | $1,266-96.5% | $10,762-99.6% | $1,587-97.2% |