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 | $1,109 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,912 | $50,666-84.4% | $76,817-89.7% | $65,185-87.9% |
| Participation rate | 73.6% | 68.8%+4.8pp | 72.1%+1.5pp | 70.2%+3.4pp |
| Annual return | 373.56% | 28.51%+345.1pp | 1166.11%-792.5pp | 29.38%+344.2pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,893 | $2,647-28.5% | $3,336-43.2% | $3,514-46.1% |
| Admin fee / account holder | $10 | $463-97.9% | $6,420-99.8% | $847-98.9% |