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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,368 |
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 | $48,292 | $41,281+17.0% | $109,313-55.8% | $57,658-16.2% |
| Participation rate | 93.9% | 59.3%+34.5pp | 71.3%+22.6pp | 70.2%+23.7pp |
| Annual return | 9.97% | 8.97%+1.0pp | 22.07%-12.1pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,490 | $1,201+24.0% | $3,892-61.7% | $1,974-24.5% |
| Participant deferral / active EE | $4,185 | $2,223+88.2% | $3,166+32.2% | $3,061+36.7% |
| Admin fee / account holder | $99 | $75+31.5% | $5,666-98.3% | $95+4.7% |