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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $9,775 | $25,723-62.0% | $69,182-85.9% | $55,167-82.3% |
| Participation rate | 15.6% | 39.4%-23.9pp | 55.1%-39.6pp | 69.0%-53.4pp |
| Annual return | 11.10% | 9.56%+1.5pp | -21.93%+33.0pp | 169.23%-158.1pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $708 | $963-26.5% | $1,897-62.7% | $3,054-76.8% |
| Admin fee / account holder | $116 | $365-68.3% | $2,697-95.7% | $504-77.1% |