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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,261 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $111,971 |
Annual investment return 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 | $74,614 | $69,823+6.9% | $77,163-3.3% | $74,419+0.3% |
| Participation rate | 96.6% | 70.0%+26.6pp | 69.6%+27.0pp | 70.7%+25.9pp |
| Annual return | 12.60% | 19.98%-7.4pp | 37.87%-25.3pp | 34.38%-21.8pp |
| Employer contribution / active EE | $4,506 | $2,150+109.6% | $2,535+77.8% | $2,637+70.9% |
| Participant deferral / active EE | $6,253 | $3,558+75.8% | $3,833+63.1% | $4,528+38.1% |
| Admin fee / account holder | $247 | $398-37.8% | $5,472-95.5% | $348-28.9% |