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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,795 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $80,310 | $58,083+38.3% | $80,019+0.4% | $56,287+42.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 1.33% | 34.61%-33.3pp | 11.22%-9.9pp | -9.96%+11.3pp |
| Employer contribution / active EE | $5,425 | $1,932+180.8% | $2,468+119.8% | $2,111+157.0% |
| Participant deferral / active EE | $8,880 | $3,135+183.3% | $3,686+140.9% | $3,350+165.1% |
| Admin fee / account holder | $25 | $623-96.0% | $6,521-99.6% | $521-95.2% |