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 | $45,028 |
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 | $57,987 | $73,638-21.3% | $95,952-39.6% | $73,488-21.1% |
| Participation rate | 98.3% | 76.2%+22.2pp | 77.1%+21.3pp | 70.7%+27.6pp |
| Annual return | 14.76% | 16.78%-2.0pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,673 | $1,863+43.5% | $2,541+5.2% | $2,270+17.8% |
| Participant deferral / active EE | $3,112 | $3,617-14.0% | $4,167-25.3% | $3,740-16.8% |
| Admin fee / account holder | $199 | $482-58.6% | $6,795-97.1% | $513-61.1% |