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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,649 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,904 | $36,916-86.7% | $156,549-96.9% | $57,658-91.5% |
| Participation rate | 74.7% | 63.4%+11.2pp | 84.0%-9.3pp | 70.2%+4.5pp |
| Annual return | 6.43% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $251 | $1,571-84.0% | $5,501-95.4% | $1,974-87.3% |
| Participant deferral / active EE | $985 | $1,926-48.8% | $4,871-79.8% | $3,061-67.8% |
| Admin fee / account holder | $39 | $82-53.0% | $13,027-99.7% | $95-59.0% |