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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,442 |
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 | $43,457 | $46,072-5.7% | $70,014-37.9% | $55,167-21.2% |
| Participation rate | 94.4% | 67.5%+26.9pp | 71.8%+22.6pp | 69.0%+25.4pp |
| Annual return | 7.15% | 8.68%-1.5pp | 12.99%-5.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,350 | $1,500+56.7% | $2,338+0.5% | $1,963+19.7% |
| Participant deferral / active EE | $1,983 | $2,344-15.4% | $2,931-32.3% | $3,054-35.1% |
| Admin fee / account holder | $40 | $428-90.7% | $4,380-99.1% | $504-92.1% |