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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 8-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 Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,695 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,700 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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 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 | $46,876 | $67,703-30.8% | $127,761-63.3% | $65,185-28.1% |
| Participation rate | 93.5% | 74.5%+19.0pp | 79.0%+14.5pp | 70.2%+23.3pp |
| Annual return | 19.17% | 24.36%-5.2pp | 26.14%-7.0pp | 29.38%-10.2pp |
| Employer contribution / active EE | $2,446 | $3,724-34.3% | $4,574-46.5% | $2,177+12.4% |
| Participant deferral / active EE | $3,153 | $4,787-34.1% | $6,021-47.6% | $3,514-10.3% |
| Admin fee / account holder | $13 | $618-97.9% | $9,395-99.9% | $847-98.5% |