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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,995 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
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 | $74,949 | $61,272+22.3% | $149,673-49.9% | $71,457+4.9% |
| Participation rate | 81.7% | 62.5%+19.2pp | 78.8%+2.9pp | 67.9%+13.7pp |
| Annual return | 18.42% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $825 | $2,378-65.3% | $4,818-82.9% | $2,588-68.1% |
| Participant deferral / active EE | $5,088 | $2,917+74.4% | $5,680-10.4% | $4,289+18.6% |
| Admin fee / account holder | $254 | $1,261-79.8% | $13,210-98.1% | $1,587-84.0% |