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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,705 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $31,038 | $64,909-52.2% | $82,313-62.3% | $62,292-50.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.40% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,094 | $1,676+24.9% | $2,428-13.8% | $2,042+2.5% |
| Participant deferral / active EE | $2,287 | $3,103-26.3% | $3,706-38.3% | $3,169-27.8% |
| Admin fee / account holder | $148 | $440-66.3% | $5,608-97.4% | $479-69.1% |