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 |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $1,050 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 15 · EIN 42-0127290 | Recordkeeping | $157 |
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 | $58,705 | $35,986+63.1% | $77,482-24.2% | $73,488-20.1% |
| Participation rate | 45.1% | 40.8%+4.3pp | 54.2%-9.1pp | 70.7%-25.6pp |
| Annual return | 19.90% | 19.26%+0.6pp | 54.79%-34.9pp | 28.51%-8.6pp |
| Employer contribution / active EE | $551 | $557-1.2% | $986-44.1% | $2,270-75.7% |
| Participant deferral / active EE | $2,481 | $1,198+107.2% | $1,861+33.3% | $3,740-33.6% |
| Admin fee / account holder | $20 | $466-95.8% | $2,858-99.3% | $513-96.1% |