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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,302 |
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 | $27,804 | $61,214-54.6% | $83,333-66.6% | $56,287-50.6% |
| Participation rate | 72.4% | 72.6%-0.1pp | 77.8%-5.3pp | 69.9%+2.6pp |
| Annual return | 0.00% | 0.42%-0.4pp | 10.63%-10.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $6,639 | $1,925+244.8% | $3,379+96.5% | $2,111+214.5% |
| Participant deferral / active EE | $9,638 | $5,091+89.3% | $5,565+73.2% | $3,350+187.7% |
| Admin fee / account holder | $194 | $512-62.0% | $7,510-97.4% | $521-62.7% |