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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,790 | $73,638-35.1% | $95,952-50.2% | $73,488-35.0% |
| Participation rate | 55.2% | 76.2%-21.0pp | 77.1%-21.9pp | 70.7%-15.5pp |
| Annual return | 15.27% | 16.78%-1.5pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $560 | $1,863-70.0% | $2,541-78.0% | $2,270-75.3% |
| Participant deferral / active EE | $2,005 | $3,617-44.6% | $4,167-51.9% | $3,740-46.4% |
| Admin fee / account holder | $107 | $482-77.8% | $6,795-98.4% | $513-79.1% |