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.
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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 COMPANY4+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $31,893 |
ACTUARIAL BENEFITS CORP4+ years Service code 49 · EIN 20-1054428 2790 SKYPARK DR., SUITE 300 · TORRANCE, CA 90505 | Other Services | $16,705 |
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 | $89,277 | $62,586+42.6% | $76,768+16.3% | $64,186+39.1% |
| Participation rate | 96.6% | 72.8%+23.8pp | 77.0%+19.6pp | 69.6%+27.0pp |
| Annual return | -3.83% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,651 | $1,832-9.9% | $2,485-33.6% | $2,381-30.7% |
| Participant deferral / active EE | $11,145 | $3,145+254.4% | $3,852+189.4% | $3,470+221.2% |
| Admin fee / account holder | $198 | $4,667-95.8% | $6,675-97.0% | $4,888-95.9% |