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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,708 | $51,466-53.9% | $78,778-69.9% | $62,292-61.9% |
| Participation rate | 61.8% | 59.8%+2.0pp | 69.2%-7.4pp | 69.5%-7.8pp |
| Annual return | 13.41% | 19.96%-6.5pp | 35.62%-22.2pp | 28.90%-15.5pp |
| Employer contribution / active EE | $801 | $827-3.2% | $1,986-59.7% | $2,042-60.8% |
| Participant deferral / active EE | $2,029 | $2,147-5.5% | $2,958-31.4% | $3,169-36.0% |
| Admin fee / account holder | $41 | $489-91.7% | $5,134-99.2% | $479-91.5% |