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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $225,758 |
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 | $197,105 | $105,190+87.4% | $98,907+99.3% | $90,288+118.3% |
| Participation rate | 94.8% | 86.4%+8.5pp | 76.0%+18.8pp | 73.4%+21.5pp |
| Annual return | 16.51% | 18.52%-2.0pp | 196.43%-179.9pp | 53.97%-37.5pp |
| Employer contribution / active EE | $9,557 | $3,831+149.5% | $2,689+255.4% | $2,524+278.6% |
| Participant deferral / active EE | $5,462 | $5,616-2.7% | $4,244+28.7% | $4,232+29.1% |
| Admin fee / account holder | $156 | $97+60.0% | $6,642-97.7% | $114+36.5% |