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.
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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 | $10,353 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $70,091 | $42,548+64.7% | $74,550-6.0% | $56,287+24.5% |
| Participation rate | 85.6% | 60.5%+25.1pp | 69.1%+16.4pp | 69.9%+15.7pp |
| Annual return | -3.88% | 12.40%-16.3pp | 32.53%-36.4pp | -9.96%+6.1pp |
| Employer contribution / active EE | $540 | $855-36.9% | $1,961-72.5% | $2,111-74.4% |
| Participant deferral / active EE | $5,918 | $2,277+159.9% | $3,108+90.4% | $3,350+76.7% |
| Admin fee / account holder | $94 | $467-79.9% | $5,060-98.1% | $521-81.9% |