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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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COM Service code 13 · EIN 42-0127290 | Contract Administrator | $18,191 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $17,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,659 | $74,706-36.2% | $75,696-37.0% | $79,386-40.0% |
| Participation rate | 63.8% | 75.3%-11.6pp | 74.8%-11.0pp | 70.7%-6.9pp |
| Annual return | 26.72% | 18.52%+8.2pp | 104.53%-77.8pp | 116.85%-90.1pp |
| Employer contribution / active EE | $1,376 | $2,590-46.9% | $2,743-49.8% | $2,427-43.3% |
| Participant deferral / active EE | $2,765 | $3,533-21.7% | $3,821-27.6% | $4,046-31.6% |
| Admin fee / account holder | $413 | $374+10.4% | $3,619-88.6% | $626-34.0% |