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 | $34,892 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,676 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,660 | $62,928-52.9% | $172,739-82.8% | $67,579-56.1% |
| Participation rate | 46.5% | 64.5%-17.9pp | 82.6%-36.1pp | 71.3%-24.7pp |
| Annual return | 23.00% | 30.36%-7.4pp | 802.84%-779.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $631 | $1,636-61.4% | $5,143-87.7% | $2,148-70.6% |
| Participant deferral / active EE | $962 | $2,145-55.2% | $5,198-81.5% | $3,539-72.8% |
| Admin fee / account holder | $71 | $167-57.2% | $13,954-99.5% | $142-49.9% |