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 | $3,991 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,448 | $66,310+12.3% | $93,606-20.5% | $65,185+14.2% |
| Participation rate | 97.1% | 74.0%+23.1pp | 75.8%+21.3pp | 70.2%+26.9pp |
| Annual return | 21.67% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $6,673 | $2,012+231.6% | $2,718+145.5% | $2,177+206.6% |
| Participant deferral / active EE | $3,624 | $3,342+8.4% | $4,069-10.9% | $3,514+3.1% |
| Admin fee / account holder | $31 | $6,897-99.5% | $7,888-99.6% | $847-96.3% |