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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.
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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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $9,301 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,533 | $32,117+10.6% | $71,086-50.0% | $64,186-44.6% |
| Participation rate | 61.9% | 42.7%+19.2pp | 54.7%+7.3pp | 69.6%-7.7pp |
| Annual return | -6.12% | -5.57%-0.5pp | 650.59%-656.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,690 | $712+137.2% | $1,088+55.3% | $2,381-29.0% |
| Participant deferral / active EE | $3,015 | $1,263+138.7% | $1,874+60.8% | $3,470-13.1% |
| Admin fee / account holder | $100 | $2,759-96.4% | $3,082-96.8% | $4,888-98.0% |