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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.
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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,485 |
NBC SECURITIES INC1 year Service code 49 · EIN 63-0923499 | Other Services | $6,824 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,975 | $59,417-86.6% | $93,606-91.5% | $74,495-89.3% |
| Participation rate | 87.9% | 59.7%+28.2pp | 68.7%+19.2pp | 67.2%+20.7pp |
| Annual return | 11.62% | 81.83%-70.2pp | 133.20%-121.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $770 | $1,264-39.1% | $2,420-68.2% | $2,623-70.6% |
| Participant deferral / active EE | $1,488 | $3,050-51.2% | $4,411-66.3% | $4,346-65.8% |
| Admin fee / account holder | $137 | $3,021-95.5% | $8,285-98.4% | $1,942-93.0% |