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 | $27,779 |
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 | $13,519 | $33,067-59.1% | $76,523-82.3% | $56,287-76.0% |
| Participation rate | 83.5% | 55.4%+28.1pp | 68.0%+15.5pp | 69.9%+13.6pp |
| Annual return | -6.82% | 2.72%-9.5pp | -0.27%-6.6pp | -9.96%+3.1pp |
| Employer contribution / active EE | $248 | $1,200-79.4% | $2,647-90.6% | $2,111-88.3% |
| Participant deferral / active EE | $1,423 | $2,240-36.5% | $3,835-62.9% | $3,350-57.5% |
| Admin fee / account holder | $128 | $537-76.2% | $4,848-97.4% | $521-75.4% |