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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $203,394 |
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 | $159,374 | $134,045+18.9% | $80,019+99.2% | $75,289+111.7% |
| Participation rate | 83.2% | 85.8%-2.5pp | 75.8%+7.4pp | 72.4%+10.8pp |
| Annual return | -4.83% | -0.56%-4.3pp | 11.22%-16.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $8,050 | $3,492+130.5% | $2,468+226.2% | $2,405+234.7% |
| Participant deferral / active EE | $4,154 | $4,976-16.5% | $3,686+12.7% | $3,739+11.1% |
| Admin fee / account holder | $178 | $124+43.7% | $6,521-97.3% | $102+74.0% |