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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,354 |
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 | $168,610 | $75,284+124.0% | $91,001+85.3% | $69,631+142.1% |
| Participation rate | 97.1% | 80.4%+16.7pp | 75.6%+21.5pp | 70.7%+26.5pp |
| Annual return | 19.48% | 48.40%-28.9pp | 4.60%+14.9pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $9,295 | $2,473+275.9% | $2,456+278.5% | $2,032+357.4% |
| Participant deferral / active EE | $4,513 | $3,700+22.0% | $3,547+27.2% | $3,224+40.0% |
| Admin fee / account holder | $80 | $111-27.4% | $5,417-98.5% | $110-27.3% |