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 | $41,230 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,363 | $88,730-69.2% | $82,313-66.8% | $77,958-64.9% |
| Participation rate | 85.4% | 84.5%+0.8pp | 76.9%+8.5pp | 71.6%+13.7pp |
| Annual return | 71.94% | 20.88%+51.1pp | 25.88%+46.1pp | 20.87%+51.1pp |
| Employer contribution / active EE | $1,123 | $2,758-59.3% | $2,428-53.7% | $2,310-51.4% |
| Participant deferral / active EE | $1,612 | $4,634-65.2% | $3,706-56.5% | $3,537-54.4% |
| Admin fee / account holder | $31 | $74-58.5% | $5,608-99.5% | $97-68.5% |