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 | $99,673 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,757 |
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 | $57,063 | $62,928-9.3% | $172,739-67.0% | $67,579-15.6% |
| Participation rate | 97.1% | 64.5%+32.6pp | 82.6%+14.5pp | 71.3%+25.8pp |
| Annual return | 21.45% | 30.36%-8.9pp | 802.84%-781.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,484 | $1,636-9.3% | $5,143-71.1% | $2,148-30.9% |
| Participant deferral / active EE | $3,781 | $2,145+76.3% | $5,198-27.3% | $3,539+6.8% |
| Admin fee / account holder | $274 | $167+64.3% | $13,954-98.0% | $142+92.4% |