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 | $16,525 |
Service code 49 · EIN 52-2114207 | Other Services | $13,333 |
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 | $64,316 | $87,841-26.8% | $133,980-52.0% | $62,891+2.3% |
| Participation rate | 77.5% | 83.4%-5.9pp | 87.1%-9.5pp | 69.3%+8.2pp |
| Annual return | 7.96% | 12.05%-4.1pp | 29.30%-21.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,365 | $3,483-3.4% | $5,211-35.4% | $2,281+47.5% |
| Participant deferral / active EE | $4,619 | $4,812-4.0% | $6,282-26.5% | $3,203+44.2% |
| Admin fee / account holder | $186 | $5,371-96.5% | $9,324-98.0% | $4,296-95.7% |