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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,028 |
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 | $21,393 | $76,000-71.9% | $154,107-86.1% | $64,186-66.7% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | -5.34% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,215 | $3,351-33.9% | $5,298-58.2% | $2,381-6.9% |
| Participant deferral / active EE | $884 | $3,175-72.2% | $5,081-82.6% | $3,470-74.5% |
| Admin fee / account holder | $41 | $5,596-99.3% | $13,411-99.7% | $4,888-99.2% |