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 COMPANY7+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $27,051 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,737 | $95,416-61.5% | $185,823-80.2% | $85,850-57.2% |
| Participation rate | 90.6% | 68.8%+21.9pp | 81.7%+8.9pp | 69.3%+21.3pp |
| Annual return | 17.09% | 23.59%-6.5pp | 122.05%-105.0pp | 318.53%-301.4pp |
| Employer contribution / active EE | $233 | $3,314-93.0% | $5,167-95.5% | $2,565-90.9% |
| Participant deferral / active EE | $1,191 | $3,423-65.2% | $5,568-78.6% | $3,952-69.9% |
| Admin fee / account holder | $282 | $7,213-96.1% | $16,237-98.3% | $6,260-95.5% |