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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,359 |
Service code 49 · EIN 75-2787410 | Other Services | $17,250 |
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 | $54,729 | $54,573+0.3% | $90,951-39.8% | $73,488-25.5% |
| Participation rate | 83.5% | 61.2%+22.3pp | 69.0%+14.5pp | 70.7%+12.8pp |
| Annual return | 12.74% | 16.69%-3.9pp | 134.60%-121.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,428 | $991+44.1% | $2,122-32.7% | $2,270-37.1% |
| Participant deferral / active EE | $2,850 | $2,517+13.2% | $3,373-15.5% | $3,740-23.8% |
| Admin fee / account holder | $263 | $521-49.6% | $5,959-95.6% | $513-48.8% |