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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,535 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,374 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,185 | $65,376-18.6% | $87,100-38.9% | $65,185-18.4% |
| Participation rate | 56.2% | 75.3%-19.1pp | 76.9%-20.7pp | 70.2%-14.0pp |
| Annual return | 24.67% | 31.27%-6.6pp | 28.19%-3.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $521 | $1,822-71.4% | $2,521-79.3% | $2,177-76.1% |
| Participant deferral / active EE | $5,423 | $3,388+60.0% | $4,049+33.9% | $3,514+54.3% |
| Admin fee / account holder | $27 | $520-94.8% | $7,497-99.6% | $847-96.8% |