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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,376 |
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 | $71,695 | $54,121+32.5% | $134,143-46.6% | $73,409-2.3% |
| Participation rate | 95.1% | 64.4%+30.7pp | 72.2%+22.9pp | 72.2%+22.9pp |
| Annual return | 14.56% | -312.52%+327.1pp | 36.33%-21.8pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,730 | $1,402+23.4% | $3,704-53.3% | $2,234-22.5% |
| Participant deferral / active EE | $4,839 | $2,844+70.2% | $3,499+38.3% | $3,805+27.2% |
| Admin fee / account holder | $144 | $132+9.0% | $6,684-97.8% | $158-8.6% |