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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,575 |
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 | $74,428 | $58,778+26.6% | $129,207-42.4% | $77,643-4.1% |
| Participation rate | 90.3% | 59.2%+31.1pp | 69.6%+20.7pp | 70.6%+19.7pp |
| Annual return | 13.97% | 24.73%-10.8pp | 9417.33%-9403.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,983 | $1,952+1.6% | $4,153-52.2% | $2,726-27.2% |
| Participant deferral / active EE | $5,713 | $3,212+77.8% | $4,168+37.1% | $4,647+22.9% |
| Admin fee / account holder | $117 | $589-80.2% | $7,715-98.5% | $430-72.9% |