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 LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $84,766 |
Service code 49 | Other Services | $27,469 |
Service code 10 · EIN 91-1125800 | Accounting | $13,091 |
INDEPENDENT RETIREMENT3 years Service code 13 · EIN 90-0451904 6500 S MACADAM AVENUE STE 100 · PORTLAND, OR 97239 | Contract Administrator | $6,958 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 · EIN 51-6041053 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,653 | $102,317-33.9% | $146,958-54.0% | $80,856-16.3% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 14.58% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,352 | $3,713-9.7% | $4,933-32.0% | $2,755+21.7% |
| Participant deferral / active EE | $8,046 | $6,644+21.1% | $8,070-0.3% | $4,296+87.3% |
| Admin fee / account holder | $656 | $7,941-91.7% | $12,998-95.0% | $6,918-90.5% |