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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,591 |
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 | $18,911 | $71,666-73.6% | $117,854-84.0% | $69,631-72.8% |
| Participation rate | 91.6% | 77.5%+14.0pp | 79.7%+11.9pp | 70.7%+20.9pp |
| Annual return | 18.85% | 18.86%0pp | 335.08%-316.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $971 | $1,889-48.6% | $3,786-74.4% | $2,032-52.2% |
| Participant deferral / active EE | $2,179 | $3,340-34.8% | $4,482-51.4% | $3,224-32.4% |
| Admin fee / account holder | $83 | $120-30.8% | $8,020-99.0% | $110-24.6% |