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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,204 |
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 | $58,479 | $55,182+6.0% | $73,307-20.2% | $55,191+6.0% |
| Participation rate | 86.2% | 73.9%+12.3pp | 74.9%+11.3pp | 69.2%+17.0pp |
| Annual return | 0.42% | 8.55%-8.1pp | 5.67%-5.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $4,793 | $1,935+147.8% | $3,237+48.1% | $1,899+152.4% |
| Participant deferral / active EE | $7,142 | $4,641+53.9% | $4,991+43.1% | $3,046+134.4% |
| Admin fee / account holder | $22 | $68-68.3% | $5,637-99.6% | $91-76.1% |