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 6-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 | $26,666 |
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).
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 | $9,347 | $100,801-90.7% | $149,696-93.8% | $73,409-87.3% |
| Participation rate | 92.7% | 77.7%+15.0pp | 82.5%+10.2pp | 72.2%+20.5pp |
| Annual return | 111.21% | 265.34%-154.1pp | 276.60%-165.4pp | 59.29%+51.9pp |
| Employer contribution / active EE | $707 | $3,312-78.6% | $4,644-84.8% | $2,234-68.3% |
| Participant deferral / active EE | $3,184 | $6,404-50.3% | $6,842-53.5% | $3,805-16.3% |
| Admin fee / account holder | $101 | $181-43.9% | $9,309-98.9% | $158-35.8% |