Filed January 22, 2021 (most recent of 4 filings on file)
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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,256 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,610 | $106,028-25.9% | $146,958-46.5% | $77,643+1.2% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 11.56% | 56.73%-45.2pp | 418.34%-406.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,629 | $4,063-59.9% | $4,933-67.0% | $2,726-40.2% |
| Participant deferral / active EE | $4,879 | $7,990-38.9% | $8,070-39.5% | $4,647+5.0% |
| Admin fee / account holder | $128 | $337-62.1% | $12,998-99.0% | $430-70.3% |