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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,253 | $79,694-79.6% | $96,139-83.1% | $79,386-79.5% |
| Participation rate | 64.1% | 54.0%+10.1pp | 68.4%-4.3pp | 70.7%-6.6pp |
| Annual return | 24.46% | 40.84%-16.4pp | 191.94%-167.5pp | 116.85%-92.4pp |
| Employer contribution / active EE | $193 | $1,443-86.6% | $2,797-93.1% | $2,427-92.0% |
| Participant deferral / active EE | $1,683 | $2,539-33.7% | $4,349-61.3% | $4,046-58.4% |
| Admin fee / account holder | $187 | $630-70.3% | $5,537-96.6% | $626-70.2% |