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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,111 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $34,929 | $104,317-66.5% | $159,436-78.1% | $86,799-59.8% |
| Participation rate | 87.8% | 77.7%+10.0pp | 82.8%+4.9pp | 72.3%+15.5pp |
| Annual return | 19.84% | 26.32%-6.5pp | 263.57%-243.7pp | 97.91%-78.1pp |
| Employer contribution / active EE | $1,903 | $3,451-44.9% | $4,829-60.6% | $2,405-20.9% |
| Participant deferral / active EE | $6,613 | $6,837-3.3% | $7,352-10.1% | $4,131+60.1% |
| Admin fee / account holder | $126 | $172-26.9% | $10,799-98.8% | $170-25.8% |