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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $175,708 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,425 | $148,970-74.2% | $136,007-71.7% | $199,593-80.7% |
| Participation rate | 89.2% | 79.4%+9.8pp | 76.5%+12.7pp | 72.0%+17.2pp |
| Annual return | 17.05% | 27.07%-10.0pp | 579.32%-562.3pp | 34.25%-17.2pp |
| Employer contribution / active EE | $1,782 | $3,561-50.0% | $4,217-57.7% | $3,034-41.3% |
| Participant deferral / active EE | $4,200 | $6,140-31.6% | $7,025-40.2% | $5,087-17.4% |
| Admin fee / account holder | $96 | $144-33.4% | $6,858-98.6% | $269-64.3% |