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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,694 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,917 | $76,000-79.1% | $154,107-89.7% | $64,186-75.2% |
| Participation rate | 79.3% | 70.4%+8.9pp | 83.0%-3.7pp | 69.6%+9.8pp |
| Annual return | -3.78% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,104 | $3,351-67.0% | $5,298-79.2% | $2,381-53.6% |
| Participant deferral / active EE | $281 | $3,175-91.1% | $5,081-94.5% | $3,470-91.9% |
| Admin fee / account holder | $15 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |