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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 7-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,197 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,724 | $65,376-72.9% | $87,100-79.7% | $65,185-72.8% |
| Participation rate | 98.7% | 75.3%+23.3pp | 76.9%+21.8pp | 70.2%+28.5pp |
| Annual return | 21.57% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,500 | $1,822-17.7% | $2,521-40.5% | $2,177-31.1% |
| Participant deferral / active EE | $1,576 | $3,388-53.5% | $4,049-61.1% | $3,514-55.1% |
| Admin fee / account holder | $99 | $520-81.0% | $7,497-98.7% | $847-88.3% |