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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $154,247 |
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 | $142,275 | $74,024+92.2% | $77,999+82.4% | $57,658+146.8% |
| Participation rate | 97.3% | 79.7%+17.6pp | 75.5%+21.8pp | 70.2%+27.1pp |
| Annual return | 7.67% | 12.14%-4.5pp | 425.96%-418.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $9,029 | $2,365+281.7% | $2,470+265.5% | $1,974+357.4% |
| Participant deferral / active EE | $4,478 | $3,533+26.7% | $3,497+28.0% | $3,061+46.3% |
| Admin fee / account holder | $141 | $93+51.6% | $5,480-97.4% | $95+49.4% |