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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,244 |
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 | $8,160 | $30,599-73.3% | $74,583-89.1% | $57,658-85.8% |
| Participation rate | 80.2% | 49.1%+31.1pp | 68.1%+12.1pp | 70.2%+10.0pp |
| Annual return | 9.56% | 14.24%-4.7pp | 20.47%-10.9pp | 5.13%+4.4pp |
| Employer contribution / active EE | $432 | $1,000-56.7% | $2,525-82.9% | $1,974-78.1% |
| Participant deferral / active EE | $1,582 | $1,805-12.4% | $3,458-54.3% | $3,061-48.3% |
| Admin fee / account holder | $300 | $98+205.7% | $4,138-92.8% | $95+217.0% |