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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,109 |
Service code 49 · EIN 51-6041053 | Other Services | $10,067 |
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 | $86,009 | $56,972+51.0% | $182,532-52.9% | $65,185+31.9% |
| Participation rate | 54.6% | 66.5%-11.9pp | 78.0%-23.4pp | 70.2%-15.6pp |
| Annual return | 24.25% | 27.67%-3.4pp | 148.54%-124.3pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,303 | $1,615-19.3% | $4,076-68.0% | $2,177-40.2% |
| Participant deferral / active EE | $2,431 | $3,526-31.1% | $5,524-56.0% | $3,514-30.8% |
| Admin fee / account holder | $223 | $528-57.7% | $8,592-97.4% | $847-73.6% |