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 | $50,577 |
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 | $62,098 | $94,621-34.4% | $138,135-55.0% | $73,409-15.4% |
| Participation rate | 94.5% | 83.4%+11.1pp | 78.7%+15.8pp | 72.2%+22.3pp |
| Annual return | 15.20% | 16.57%-1.4pp | 20.51%-5.3pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,498 | $4,410-43.4% | $5,587-55.3% | $2,234+11.8% |
| Participant deferral / active EE | $6,207 | $6,199+0.1% | $6,431-3.5% | $3,805+63.1% |
| Admin fee / account holder | $159 | $140+13.1% | $11,856-98.7% | $158+0.4% |