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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,324 |
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 | $54,619 | $74,347-26.5% | $93,606-41.7% | $67,579-19.2% |
| Participation rate | 81.8% | 80.6%+1.2pp | 75.8%+6.0pp | 71.3%+10.6pp |
| Annual return | 23.01% | 28.07%-5.1pp | 32.76%-9.7pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,849 | $2,583-28.4% | $2,718-32.0% | $2,148-13.9% |
| Participant deferral / active EE | $3,136 | $4,060-22.8% | $4,069-22.9% | $3,539-11.4% |
| Admin fee / account holder | $43 | $123-65.0% | $7,888-99.5% | $142-69.8% |