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 | $1,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,222 | $46,732-48.2% | $156,549-84.5% | $55,167-56.1% |
| Participation rate | 49.7% | 65.8%-16.1pp | 84.0%-34.3pp | 69.0%-19.3pp |
| Annual return | 7.14% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $740 | $2,105-64.9% | $5,501-86.6% | $1,963-62.3% |
| Participant deferral / active EE | $1,515 | $2,204-31.3% | $4,871-68.9% | $3,054-50.4% |
| Admin fee / account holder | $12 | $418-97.1% | $13,027-99.9% | $504-97.6% |