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 | $50,940 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,179 | $79,519-65.8% | $95,952-71.7% | $73,409-63.0% |
| Participation rate | 93.6% | 81.2%+12.4pp | 77.1%+16.5pp | 72.2%+21.4pp |
| Annual return | -8.06% | 19.20%-27.3pp | 91.61%-99.7pp | 59.29%-67.4pp |
| Employer contribution / active EE | $654 | $2,048-68.1% | $2,541-74.3% | $2,234-70.7% |
| Participant deferral / active EE | $2,867 | $4,138-30.7% | $4,167-31.2% | $3,805-24.6% |
| Admin fee / account holder | $129 | $184-30.2% | $6,795-98.1% | $158-18.5% |