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 |
|---|---|---|
Filed as: THE PRINCIPAL BANK Service code 27 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $42,365 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $181,263-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 52.9%-52.9pp | 17.1%-17.1pp |
| Annual return | 14.82% | 13.03%+1.8pp | 12.57%+2.2pp | 9.82%+5.0pp |
| Employer contribution / active EE | $11,241 | $4,855+131.5% | $23,666-52.5% | $13,587-17.3% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $187,584-100.0% | $2,893-100.0% |