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 | $26,476 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,565 | $100,801-72.7% | $149,696-81.6% | $73,409-62.5% |
| Participation rate | 80.4% | 77.7%+2.7pp | 82.5%-2.1pp | 72.2%+8.2pp |
| Annual return | 15.14% | 265.34%-250.2pp | 276.60%-261.5pp | 59.29%-44.1pp |
| Employer contribution / active EE | $834 | $3,312-74.8% | $4,644-82.0% | $2,234-62.7% |
| Participant deferral / active EE | $1,554 | $6,404-75.7% | $6,842-77.3% | $3,805-59.2% |
| Admin fee / account holder | $42 | $181-76.9% | $9,309-99.6% | $158-73.6% |