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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,696 |
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 | $8,731 | $65,376-86.6% | $87,100-90.0% | $65,185-86.6% |
| Participation rate | 97.0% | 75.3%+21.7pp | 76.9%+20.1pp | 70.2%+26.8pp |
| Annual return | 37.55% | 31.27%+6.3pp | 28.19%+9.4pp | 29.38%+8.2pp |
| Employer contribution / active EE | $714 | $1,822-60.8% | $2,521-71.7% | $2,177-67.2% |
| Participant deferral / active EE | $2,035 | $3,388-40.0% | $4,049-49.7% | $3,514-42.1% |
| Admin fee / account holder | $10 | $520-98.0% | $7,497-99.9% | $847-98.8% |