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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,634 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $46,530 | $88,730-47.6% | $82,313-43.5% | $77,958-40.3% |
| Participation rate | 76.8% | 84.5%-7.7pp | 76.9%-0.1pp | 71.6%+5.2pp |
| Annual return | 17.72% | 20.88%-3.2pp | 25.88%-8.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $1,149 | $2,758-58.4% | $2,428-52.7% | $2,310-50.3% |
| Participant deferral / active EE | $3,103 | $4,634-33.0% | $3,706-16.3% | $3,537-12.3% |
| Admin fee / account holder | $23 | $74-69.0% | $5,608-99.6% | $97-76.5% |