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 9-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 | $26,505 |
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 | $32,576 | $71,957-54.7% | $67,652-51.8% | $59,188-45.0% |
| Participation rate | 72.9% | 82.7%-9.7pp | 75.7%-2.7pp | 69.4%+3.5pp |
| Annual return | 0.92% | 8.53%-7.6pp | 6625.04%-6624.1pp | 5.51%-4.6pp |
| Employer contribution / active EE | $1,008 | $2,432-58.5% | $2,266-55.5% | $2,098-51.9% |
| Participant deferral / active EE | $2,694 | $4,211-36.0% | $3,560-24.3% | $3,265-17.5% |
| Admin fee / account holder | $27 | $64-58.4% | $4,821-99.4% | $92-71.1% |