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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,982 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $31,375 |
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 | $41,897 | $88,122-52.5% | $141,162-70.3% | $67,579-38.0% |
| Participation rate | 98.6% | 76.5%+22.2pp | 82.5%+16.2pp | 71.3%+27.4pp |
| Annual return | 23.82% | 75.40%-51.6pp | 71.39%-47.6pp | 378.56%-354.7pp |
| Employer contribution / active EE | $1,768 | $3,224-45.2% | $4,735-62.7% | $2,148-17.7% |
| Participant deferral / active EE | $4,954 | $5,958-16.8% | $6,709-26.2% | $3,539+40.0% |
| Admin fee / account holder | $115 | $131-12.2% | $10,261-98.9% | $142-19.2% |