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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,283 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,720 | $52,639-94.8% | $185,117-98.5% | $62,292-95.6% |
| Participation rate | 79.9% | 63.9%+16.0pp | 77.3%+2.6pp | 69.5%+10.4pp |
| Annual return | 29.89% | 19.57%+10.3pp | 40.50%-10.6pp | 28.90%+1.0pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,437 | $3,097-53.6% | $5,045-71.5% | $3,169-54.7% |
| Admin fee / account holder | $27 | $374-92.7% | $8,159-99.7% | $479-94.3% |