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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,442 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,724 | $70,002+32.5% | $115,037-19.4% | $52,331+77.2% |
| Participation rate | 94.2% | 72.1%+22.1pp | 81.4%+12.9pp | 68.1%+26.1pp |
| Annual return | 0.32% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,921 | $2,715-29.2% | $4,608-58.3% | $1,882+2.1% |
| Participant deferral / active EE | $8,241 | $4,920+67.5% | $6,026+36.7% | $3,022+172.7% |
| Admin fee / account holder | $80 | $566-85.8% | $8,175-99.0% | $592-86.4% |