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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,622 |
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 | $31,581 | $71,666-55.9% | $117,854-73.2% | $69,631-54.6% |
| Participation rate | 85.3% | 77.5%+7.7pp | 79.7%+5.6pp | 70.7%+14.6pp |
| Annual return | 15.52% | 18.86%-3.3pp | 335.08%-319.6pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $845 | $1,889-55.2% | $3,786-77.7% | $2,032-58.4% |
| Participant deferral / active EE | $2,600 | $3,340-22.2% | $4,482-42.0% | $3,224-19.4% |
| Admin fee / account holder | $87 | $120-27.3% | $8,020-98.9% | $110-20.8% |