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 4-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 | $4,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,820 | $26,114-70.1% | $58,482-86.6% | $74,419-89.5% |
| Participation rate | 44.4% | 32.1%+12.2pp | 50.9%-6.5pp | 70.7%-26.4pp |
| Annual return | 23.90% | 32.51%-8.6pp | 4239.32%-4215.4pp | 34.38%-10.5pp |
| Employer contribution / active EE | $636 | $536+18.7% | $1,053-39.7% | $2,637-75.9% |
| Participant deferral / active EE | $1,055 | $1,075-1.8% | $1,924-45.2% | $4,528-76.7% |
| Admin fee / account holder | $38 | $649-94.2% | $2,516-98.5% | $348-89.1% |