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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,471 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,835 | $48,313+7.3% | $73,307-29.3% | $52,331-0.9% |
| Participation rate | 96.0% | 68.6%+27.5pp | 74.9%+21.1pp | 68.1%+27.9pp |
| Annual return | 0.85% | 3.85%-3.0pp | 5.67%-4.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $992 | $1,661-40.3% | $3,237-69.4% | $1,882-47.3% |
| Participant deferral / active EE | $5,958 | $4,189+42.2% | $4,991+19.4% | $3,022+97.1% |
| Admin fee / account holder | $189 | $404-53.3% | $5,637-96.7% | $592-68.1% |