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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,427 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,080 | $84,233-77.3% | $170,442-88.8% | $70,131-72.8% |
| Participation rate | 78.2% | 70.8%+7.3pp | 83.6%-5.4pp | 69.5%+8.6pp |
| Annual return | 13.18% | 23.06%-9.9pp | 205.93%-192.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,049 | $3,387-69.0% | $5,433-80.7% | $2,342-55.2% |
| Participant deferral / active EE | $237 | $3,086-92.3% | $4,939-95.2% | $3,332-92.9% |
| Admin fee / account holder | $111 | $5,698-98.1% | $13,880-99.2% | $4,645-97.6% |