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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,441 |
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 | $63,482 | $47,898+32.5% | $117,472-46.0% | $64,808-2.0% |
| Participation rate | 90.9% | 61.9%+29.0pp | 70.6%+20.3pp | 71.5%+19.4pp |
| Annual return | -15.58% | -15.54%0pp | 29.74%-45.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,042 | $1,774+15.1% | $4,176-51.1% | $2,506-18.5% |
| Participant deferral / active EE | $5,751 | $3,151+82.5% | $4,070+41.3% | $4,310+33.4% |
| Admin fee / account holder | $109 | $132-17.3% | $5,645-98.1% | $188-41.9% |