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 | $58,726 |
KORNERSTONE, INC.3 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $16,360 |
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 | $59,194 | $73,638-19.6% | $95,952-38.3% | $73,488-19.5% |
| Participation rate | 87.7% | 76.2%+11.6pp | 77.1%+10.6pp | 70.7%+17.0pp |
| Annual return | 18.56% | 16.78%+1.8pp | 91.61%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $713 | $1,863-61.7% | $2,541-71.9% | $2,270-68.6% |
| Participant deferral / active EE | $2,071 | $3,617-42.7% | $4,167-50.3% | $3,740-44.6% |
| Admin fee / account holder | $268 | $482-44.4% | $6,795-96.1% | $513-47.7% |