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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.
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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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,619 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,193 |
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 | $33,302 | $52,293-36.3% | $178,490-81.3% | $73,409-54.6% |
| Participation rate | 44.2% | 65.3%-21.1pp | 81.9%-37.7pp | 72.2%-28.0pp |
| Annual return | 16.22% | 34.75%-18.5pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $714 | $1,735-58.9% | $5,011-85.7% | $2,234-68.0% |
| Participant deferral / active EE | $1,053 | $2,332-54.9% | $5,202-79.8% | $3,805-72.3% |
| Admin fee / account holder | $49 | $127-61.6% | $13,984-99.7% | $158-69.0% |