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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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,265 | $39,286-5.1% | $80,716-53.8% | $79,386-53.1% |
| Participation rate | 41.0% | 41.0%0pp | 54.2%-13.2pp | 70.7%-29.7pp |
| Annual return | 15.40% | 98.95%-83.5pp | 87.28%-71.9pp | 116.85%-101.4pp |
| Employer contribution / active EE | $408 | $594-31.3% | $1,160-64.8% | $2,427-83.2% |
| Participant deferral / active EE | $1,418 | $1,264+12.3% | $2,146-33.9% | $4,046-64.9% |
| Admin fee / account holder | $644 | $647-0.4% | $3,380-80.9% | $626+2.9% |