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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,091 |
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 | $92,105 | $57,610+59.9% | $154,803-40.5% | $102,872-10.5% |
| Participation rate | 95.3% | 59.5%+35.9pp | 78.1%+17.2pp | 73.0%+22.3pp |
| Annual return | 22.82% | 30.49%-7.7pp | 58.88%-36.1pp | 19.06%+3.8pp |
| Employer contribution / active EE | $5,531 | $1,883+193.7% | $4,305+28.5% | $3,526+56.8% |
| Participant deferral / active EE | $9,926 | $2,914+240.6% | $5,540+79.2% | $5,535+79.3% |
| Admin fee / account holder | $15 | $368-96.0% | $14,329-99.9% | $292-95.0% |