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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,963 |
Participant 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 | $53,611 | $65,557-18.2% | $105,738-49.3% | $56,287-4.8% |
| Participation rate | 85.4% | 63.4%+22.0pp | 76.3%+9.0pp | 69.9%+15.5pp |
| Annual return | -5.88% | -1.32%-4.6pp | 6.27%-12.2pp | -9.96%+4.1pp |
| Employer contribution / active EE | $3,049 | $1,788+70.5% | $3,268-6.7% | $2,111+44.4% |
| Participant deferral / active EE | $583 | $2,418-75.9% | $4,080-85.7% | $3,350-82.6% |
| Admin fee / account holder | $25 | $561-95.6% | $6,913-99.6% | $521-95.3% |