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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,139 | $65,376-5.0% | $87,100-28.7% | $65,185-4.7% |
| Participation rate | 82.5% | 75.3%+7.2pp | 76.9%+5.7pp | 70.2%+12.3pp |
| Annual return | 22.21% | 31.27%-9.1pp | 28.19%-6.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,050 | $1,822+12.5% | $2,521-18.7% | $2,177-5.8% |
| Participant deferral / active EE | $3,369 | $3,388-0.6% | $4,049-16.8% | $3,514-4.1% |
| Admin fee / account holder | $163 | $520-68.6% | $7,497-97.8% | $847-80.7% |