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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,310 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,298 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,751 | $76,050+15.4% | $96,544-9.1% | $71,457+22.8% |
| Participation rate | 93.2% | 74.4%+18.8pp | 76.0%+17.2pp | 67.9%+25.2pp |
| Annual return | 17.76% | 22.81%-5.1pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,698 | $2,244+20.2% | $2,965-9.0% | $2,588+4.3% |
| Participant deferral / active EE | $5,546 | $4,215+31.6% | $4,851+14.3% | $4,289+29.3% |
| Admin fee / account holder | $224 | $2,707-91.7% | $8,252-97.3% | $1,587-85.9% |