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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,920 |
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 | $59,773 | $51,244+16.6% | $80,975-26.2% | $55,167+8.3% |
| Participation rate | 97.4% | 71.7%+25.7pp | 75.8%+21.6pp | 69.0%+28.4pp |
| Annual return | 8.68% | 17.39%-8.7pp | 17.10%-8.4pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,080 | $1,770-39.0% | $3,714-70.9% | $1,963-45.0% |
| Participant deferral / active EE | $7,220 | $4,418+63.4% | $5,696+26.8% | $3,054+136.4% |
| Admin fee / account holder | $104 | $398-73.8% | $5,516-98.1% | $504-79.3% |