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 7-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 | $4,171 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $664 | $25,302-97.4% | $74,701-99.1% | $67,579-99.0% |
| Participation rate | 70.1% | 37.8%+32.3pp | 54.5%+15.7pp | 71.3%-1.2pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 752.92%-752.9pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $452 | $954-52.6% | $1,964-77.0% | $3,539-87.2% |
| Admin fee / account holder | $11 | $108-89.7% | $3,333-99.7% | $142-92.2% |