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 Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $32,191 |
ACTUARIAL BENEFITS CORP6+ years Service code 49 · EIN 20-1054428 2790 SKYPARK DR., SUITE 300 · TORRANCE, CA 90505 | Other Services | $15,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,348 | $78,422+38.2% | $95,952+12.9% | $79,858+35.7% |
| Participation rate | 93.7% | 73.5%+20.2pp | 77.1%+16.6pp | 69.6%+24.0pp |
| Annual return | 18.81% | 19.37%-0.6pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,662 | $1,945-14.5% | $2,541-34.6% | $2,471-32.7% |
| Participant deferral / active EE | $11,141 | $3,440+223.9% | $4,167+167.4% | $3,740+197.9% |
| Admin fee / account holder | $208 | $5,622-96.3% | $6,795-96.9% | $5,306-96.1% |