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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.
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,565 | $52,953-70.6% | $172,739-91.0% | $65,185-76.1% |
| Participation rate | 49.1% | 66.2%-17.1pp | 82.6%-33.6pp | 70.2%-21.1pp |
| Annual return | 18.19% | 30.12%-11.9pp | 802.84%-784.7pp | 29.38%-11.2pp |
| Employer contribution / active EE | $445 | $2,190-79.7% | $5,143-91.4% | $2,177-79.6% |
| Participant deferral / active EE | $543 | $2,471-78.0% | $5,198-89.5% | $3,514-84.5% |
| Admin fee / account holder | $0 | $472-99.9% | $13,954-100.0% | $847-99.9% |