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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,157 |
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 | $51,832 | $84,000-38.3% | $119,609-56.7% | $77,904-33.5% |
| Participation rate | 97.8% | 77.8%+20.0pp | 79.3%+18.6pp | 73.7%+24.1pp |
| Annual return | -13.02% | -11.59%-1.4pp | -14.97%+1.9pp | 12.21%-25.2pp |
| Employer contribution / active EE | $4,172 | $2,907+43.5% | $4,232-1.4% | $2,848+46.5% |
| Participant deferral / active EE | $6,084 | $4,705+29.3% | $5,602+8.6% | $4,806+26.6% |
| Admin fee / account holder | $115 | $116-1.1% | $10,323-98.9% | $133-13.6% |