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 | $58,718 |
PETER C FOY & ASSOCIATES INSURANCE5+ years Service code 49 · EIN 95-4281021 | Other Services | $27,445 |
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 | $34,532 | $54,237-36.3% | $90,281-61.8% | $67,579-48.9% |
| Participation rate | 82.3% | 68.6%+13.7pp | 73.3%+9.1pp | 71.3%+11.1pp |
| Annual return | 20.62% | 37.27%-16.7pp | 78.10%-57.5pp | 378.56%-357.9pp |
| Employer contribution / active EE | $395 | $1,846-78.6% | $2,854-86.2% | $2,148-81.6% |
| Participant deferral / active EE | $1,692 | $2,625-35.5% | $3,885-56.4% | $3,539-52.2% |
| Admin fee / account holder | $97 | $123-21.5% | $5,351-98.2% | $142-31.9% |