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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $41,654 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,996 | $37,317-67.9% | $77,024-84.4% | $77,904-84.6% |
| Participation rate | 92.7% | 46.9%+45.8pp | 67.9%+24.8pp | 73.7%+19.0pp |
| Annual return | -15.63% | -5.88%-9.7pp | 42.32%-57.9pp | 12.21%-27.8pp |
| Employer contribution / active EE | $454 | $1,218-62.7% | $2,812-83.9% | $2,848-84.1% |
| Participant deferral / active EE | $2,112 | $2,564-17.6% | $4,426-52.3% | $4,806-56.1% |
| Admin fee / account holder | $118 | $126-6.3% | $5,425-97.8% | $133-11.2% |