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 | $20,007 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,079 | $50,643-68.3% | $106,619-84.9% | $55,167-70.9% |
| Participation rate | 87.2% | 65.6%+21.6pp | 78.0%+9.2pp | 69.0%+18.2pp |
| Annual return | 8.68% | 7.02%+1.7pp | 9.42%-0.7pp | 169.23%-160.5pp |
| Employer contribution / active EE | $761 | $1,626-53.2% | $3,947-80.7% | $1,963-61.2% |
| Participant deferral / active EE | $1,327 | $2,208-39.9% | $3,930-66.2% | $3,054-56.6% |
| Admin fee / account holder | $143 | $488-70.7% | $6,418-97.8% | $504-71.6% |