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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,388 | $65,435+24.4% | $86,677-6.1% | $66,914+21.6% |
| Participation rate | 76.9% | 75.5%+1.4pp | 76.6%+0.3pp | 69.8%+7.1pp |
| Annual return | -17.37% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,935 | $2,153-10.1% | $2,836-31.8% | $2,544-23.9% |
| Participant deferral / active EE | $3,515 | $4,100-14.3% | $4,656-24.5% | $4,237-17.0% |
| Admin fee / account holder | $144 | $642-77.6% | $7,493-98.1% | $593-75.8% |