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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,732 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $24,623 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,313 | $144,996-72.9% | $111,297-64.7% | $93,030-57.7% |
| Participation rate | 87.7% | 86.2%+1.5pp | 77.3%+10.4pp | 73.9%+13.8pp |
| Annual return | 15.24% | 18.26%-3.0pp | 54.65%-39.4pp | 158.70%-143.5pp |
| Employer contribution / active EE | $383 | $3,056-87.5% | $2,731-86.0% | $2,706-85.8% |
| Participant deferral / active EE | $2,053 | $5,587-63.3% | $4,487-54.3% | $4,562-55.0% |
| Admin fee / account holder | $150 | $103+45.1% | $7,964-98.1% | $152-1.0% |