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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,418 |
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 | $38,776 | $60,165-35.6% | $74,183-47.7% | $55,167-29.7% |
| Participation rate | 90.3% | 74.2%+16.1pp | 76.6%+13.6pp | 69.0%+21.3pp |
| Annual return | 5.63% | 10.00%-4.4pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $618 | $1,600-61.4% | $2,370-73.9% | $1,963-68.5% |
| Participant deferral / active EE | $2,645 | $2,973-11.0% | $3,550-25.5% | $3,054-13.4% |
| Admin fee / account holder | $23 | $419-94.6% | $5,586-99.6% | $504-95.5% |