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 | $3,813 |
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 | $69,459 | $56,629+22.7% | $77,999-10.9% | $55,167+25.9% |
| Participation rate | 63.9% | 73.3%-9.4pp | 75.5%-11.7pp | 69.0%-5.1pp |
| Annual return | 6.98% | 2866.98%-2860.0pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $543 | $1,723-68.5% | $2,470-78.0% | $1,963-72.3% |
| Participant deferral / active EE | $3,692 | $2,777+33.0% | $3,497+5.6% | $3,054+20.9% |
| Admin fee / account holder | $29 | $467-93.7% | $5,480-99.5% | $504-94.2% |