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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.
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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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPNAY Service code 13 · EIN 42-0127290 | Contract Administrator | $4,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,574 | $65,395-56.3% | $182,532-84.3% | $72,985-60.8% |
| Participation rate | 38.1% | 65.4%-27.3pp | 78.0%-39.8pp | 69.5%-31.3pp |
| Annual return | 7.36% | 27.68%-20.3pp | 148.54%-141.2pp | 81.00%-73.6pp |
| Employer contribution / active EE | $403 | $1,911-78.9% | $4,076-90.1% | $2,440-83.5% |
| Participant deferral / active EE | $794 | $3,563-77.7% | $5,524-85.6% | $3,607-78.0% |
| Admin fee / account holder | $78 | $4,245-98.2% | $8,592-99.1% | $5,124-98.5% |