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 | $5,100 |
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 | $7,181 | $27,330-73.7% | $67,711-89.4% | $55,191-87.0% |
| Participation rate | 75.0% | 47.5%+27.5pp | 67.5%+7.5pp | 69.2%+5.8pp |
| Annual return | -1.21% | 8.81%-10.0pp | 25.41%-26.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $225 | $855-73.7% | $2,559-91.2% | $1,899-88.2% |
| Participant deferral / active EE | $730 | $1,709-57.3% | $3,585-79.6% | $3,046-76.0% |
| Admin fee / account holder | $38 | $109-64.9% | $4,255-99.1% | $91-57.8% |