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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,288 |
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 | $18,569 | $73,638-74.8% | $95,952-80.6% | $73,488-74.7% |
| Participation rate | 98.6% | 76.2%+22.4pp | 77.1%+21.5pp | 70.7%+27.9pp |
| Annual return | 18.45% | 16.78%+1.7pp | 91.61%-73.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,476 | $1,863-20.8% | $2,541-41.9% | $2,270-35.0% |
| Participant deferral / active EE | $3,706 | $3,617+2.5% | $4,167-11.1% | $3,740-0.9% |
| Admin fee / account holder | $163 | $482-66.2% | $6,795-97.6% | $513-68.2% |