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 5-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 | $24,171 |
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 | $40,855 | $79,700-48.7% | $153,485-73.4% | $74,495-45.2% |
| Participation rate | 99.5% | 69.8%+29.7pp | 77.1%+22.4pp | 67.2%+32.3pp |
| Annual return | 12.63% | 15.07%-2.4pp | 15.65%-3.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,585 | $4,016-10.7% | $5,039-28.9% | $2,623+36.7% |
| Participant deferral / active EE | $5,392 | $5,315+1.5% | $6,757-20.2% | $4,346+24.1% |
| Admin fee / account holder | $108 | $1,790-93.9% | $12,724-99.1% | $1,942-94.4% |