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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,671 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,903 | $55,415-83.9% | $155,509-94.3% | $74,495-88.0% |
| Participation rate | 73.1% | 61.9%+11.2pp | 78.2%-5.1pp | 67.2%+5.9pp |
| Annual return | 13.20% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $817 | $2,267-64.0% | $4,672-82.5% | $2,623-68.8% |
| Participant deferral / active EE | $2,112 | $2,836-25.5% | $5,626-62.5% | $4,346-51.4% |
| Admin fee / account holder | $185 | $1,738-89.3% | $15,912-98.8% | $1,942-90.5% |