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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,581 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $30,978 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,566 | $110,094+0.4% | $151,611-27.1% | $68,494+61.4% |
| Participation rate | 91.8% | 84.0%+7.9pp | 87.5%+4.3pp | 67.9%+23.9pp |
| Annual return | -13.10% | -10.12%-3.0pp | 3.33%-16.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,679 | $4,471-40.1% | $6,166-56.5% | $2,596+3.2% |
| Participant deferral / active EE | $8,228 | $6,527+26.1% | $8,363-1.6% | $4,027+104.3% |
| Admin fee / account holder | $905 | $7,719-88.3% | $11,616-92.2% | $5,403-83.2% |