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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,098 | $62,127-22.6% | $81,382-40.9% | $74,495-35.4% |
| Participation rate | 58.6% | 64.0%-5.5pp | 69.5%-10.9pp | 67.2%-8.6pp |
| Annual return | 16.02% | 16.48%-0.5pp | 24.73%-8.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,712 | $1,882-9.0% | $2,463-30.5% | $2,623-34.7% |
| Participant deferral / active EE | $3,648 | $3,229+13.0% | $3,883-6.1% | $4,346-16.1% |
| Admin fee / account holder | $224 | $1,934-88.4% | $5,768-96.1% | $1,942-88.4% |