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 | $9,387 |
BEMANAGED2 years Service code 27 · EIN 59-3835428 | Advisory (Plan) | $6,240 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,132 |
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 | $31,891 | $48,471-34.2% | $182,532-82.5% | $67,579-52.8% |
| Participation rate | 71.9% | 67.2%+4.8pp | 78.0%-6.0pp | 71.3%+0.7pp |
| Annual return | 20.96% | 31.08%-10.1pp | 148.54%-127.6pp | 378.56%-357.6pp |
| Employer contribution / active EE | $794 | $1,461-45.7% | $4,076-80.5% | $2,148-63.0% |
| Participant deferral / active EE | $2,362 | $3,324-28.9% | $5,524-57.2% | $3,539-33.3% |
| Admin fee / account holder | $70 | $151-54.0% | $8,592-99.2% | $142-51.1% |