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 | $58,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,829 | $86,332+38.8% | $125,175-4.3% | $65,185+83.8% |
| Participation rate | 98.0% | 75.3%+22.7pp | 79.8%+18.2pp | 70.2%+27.8pp |
| Annual return | 20.52% | 27.43%-6.9pp | 43.79%-23.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $632 | $2,040-69.0% | $3,865-83.7% | $2,177-71.0% |
| Participant deferral / active EE | $7,818 | $3,537+121.0% | $4,937+58.4% | $3,514+122.5% |
| Admin fee / account holder | $326 | $609-46.5% | $9,702-96.6% | $847-61.5% |