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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,458 |
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 | $196,394 | $78,485+150.2% | $106,213+84.9% | $74,495+163.6% |
| Participation rate | 98.3% | 72.8%+25.5pp | 75.3%+23.0pp | 67.2%+31.1pp |
| Annual return | 13.20% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $8,077 | $2,523+220.2% | $3,171+154.7% | $2,623+207.9% |
| Participant deferral / active EE | $8,271 | $4,322+91.3% | $5,016+64.9% | $4,346+90.3% |
| Admin fee / account holder | $188 | $2,232-91.6% | $11,033-98.3% | $1,942-90.3% |