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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $255,938 |
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 | $178,388 | $96,403+85.0% | $93,606+90.6% | $77,787+129.3% |
| Participation rate | 97.3% | 87.6%+9.6pp | 75.8%+21.5pp | 73.2%+24.1pp |
| Annual return | 40.11% | 39.36%+0.7pp | 32.76%+7.4pp | 32.57%+7.5pp |
| Employer contribution / active EE | $8,803 | $3,616+143.5% | $2,718+223.9% | $2,504+251.5% |
| Participant deferral / active EE | $4,978 | $5,341-6.8% | $4,069+22.3% | $3,967+25.5% |
| Admin fee / account holder | $180 | $90+101.5% | $7,888-97.7% | $100+80.3% |