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 7-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,871 |
Employer 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.
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 | $5,326 | $62,928-91.5% | $172,739-96.9% | $67,579-92.1% |
| Participation rate | 79.5% | 64.5%+15.0pp | 82.6%-3.2pp | 71.3%+8.2pp |
| Annual return | 28.54% | 30.36%-1.8pp | 802.84%-774.3pp | 378.56%-350.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,276 | $2,145+6.1% | $5,198-56.2% | $3,539-35.7% |
| Admin fee / account holder | $72 | $167-56.9% | $13,954-99.5% | $142-49.5% |