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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,830 |
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 | $77,886 | $122,239-36.3% | $184,203-57.7% | $74,495+4.6% |
| Participation rate | 96.0% | 85.5%+10.5pp | 86.8%+9.2pp | 67.2%+28.8pp |
| Annual return | 15.53% | 19.95%-4.4pp | 28.81%-13.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,461 | $4,537-45.8% | $6,427-61.7% | $2,623-6.2% |
| Participant deferral / active EE | $6,752 | $7,139-5.4% | $9,131-26.1% | $4,346+55.4% |
| Admin fee / account holder | $135 | $1,260-89.3% | $13,901-99.0% | $1,942-93.0% |