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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,770 |
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 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 | $28,374 | $50,106-43.4% | $70,014-59.5% | $57,658-50.8% |
| Participation rate | 52.7% | 70.9%-18.2pp | 71.8%-19.1pp | 70.2%-17.5pp |
| Annual return | 7.35% | 14.58%-7.2pp | 12.99%-5.6pp | 5.13%+2.2pp |
| Employer contribution / active EE | $485 | $1,739-72.1% | $2,338-79.3% | $1,974-75.4% |
| Participant deferral / active EE | $1,025 | $2,486-58.8% | $2,931-65.0% | $3,061-66.5% |
| Admin fee / account holder | $33 | $89-62.9% | $4,380-99.2% | $95-65.0% |