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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,863 |
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 | $71,149 | $63,924+11.3% | $108,579-34.5% | $55,167+29.0% |
| Participation rate | 99.1% | 74.3%+24.8pp | 79.6%+19.5pp | 69.0%+30.1pp |
| Annual return | 9.15% | 15.31%-6.2pp | -51.70%+60.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,794 | $1,879-4.5% | $3,758-52.3% | $1,963-8.6% |
| Participant deferral / active EE | $5,316 | $3,067+73.4% | $4,311+23.3% | $3,054+74.1% |
| Admin fee / account holder | $19 | $618-97.0% | $7,645-99.8% | $504-96.3% |