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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,518 |
Employer 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 | $58,019 | $46,173+25.7% | $170,442-66.0% | $69,631-16.7% |
| Participation rate | 75.3% | 63.9%+11.4pp | 83.6%-8.3pp | 70.7%+4.6pp |
| Annual return | 24.11% | 21.62%+2.5pp | 205.93%-181.8pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $143 | $1,610-91.1% | $5,433-97.4% | $2,032-93.0% |
| Participant deferral / active EE | $12,372 | $2,080+494.7% | $4,939+150.5% | $3,224+283.8% |
| Admin fee / account holder | $6 | $116-95.2% | $13,880-100.0% | $110-95.0% |