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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,693 |
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 | $88,482 | $54,573+62.1% | $90,951-2.7% | $73,488+20.4% |
| Participation rate | 83.3% | 61.2%+22.2pp | 69.0%+14.3pp | 70.7%+12.7pp |
| Annual return | 14.47% | 16.69%-2.2pp | 134.60%-120.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $558 | $991-43.7% | $2,122-73.7% | $2,270-75.4% |
| Participant deferral / active EE | $7,119 | $2,517+182.8% | $3,373+111.1% | $3,740+90.4% |
| Admin fee / account holder | $58 | $521-89.0% | $5,959-99.0% | $513-88.8% |