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 | $38,664 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,517 |
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 | $90,587 | $55,449+63.4% | $83,848+8.0% | $56,287+60.9% |
| Participation rate | 97.8% | 68.0%+29.8pp | 76.1%+21.6pp | 69.9%+27.9pp |
| Annual return | -6.29% | -1.38%-4.9pp | 850.88%-857.2pp | -9.96%+3.7pp |
| Employer contribution / active EE | $6,173 | $2,430+154.0% | $3,631+70.0% | $2,111+192.4% |
| Participant deferral / active EE | $3,922 | $2,935+33.6% | $4,082-3.9% | $3,350+17.1% |
| Admin fee / account holder | $261 | $656-60.2% | $5,478-95.2% | $521-49.9% |