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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.
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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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,299 | $43,550-44.2% | $63,517-61.7% | $52,331-53.6% |
| Participation rate | 40.0% | 65.7%-25.7pp | 71.0%-31.0pp | 68.1%-28.1pp |
| Annual return | -1.26% | 2.03%-3.3pp | -70.30%+69.0pp | 4.54%-5.8pp |
| Employer contribution / active EE | $231 | $1,351-82.9% | $2,322-90.0% | $1,882-87.7% |
| Participant deferral / active EE | $1,003 | $2,254-55.5% | $2,953-66.0% | $3,022-66.8% |
| Admin fee / account holder | $76 | $387-80.4% | $5,892-98.7% | $592-87.2% |