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 5-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 | $54,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,063 | $71,142+53.3% | $119,609-8.8% | $64,808+68.3% |
| Participation rate | 26.8% | 78.6%-51.8pp | 79.3%-52.5pp | 71.5%-44.7pp |
| Annual return | -15.67% | -10.01%-5.7pp | -14.97%-0.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,070 | $2,497-57.1% | $4,232-74.7% | $2,506-57.3% |
| Participant deferral / active EE | $2,308 | $4,490-48.6% | $5,602-58.8% | $4,310-46.5% |
| Admin fee / account holder | $194 | $162+19.5% | $10,323-98.1% | $188+3.2% |