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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.
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,854 | $65,435-34.5% | $86,677-50.6% | $66,914-36.0% |
| Participation rate | 87.3% | 75.5%+11.9pp | 76.6%+10.7pp | 69.8%+17.5pp |
| Annual return | -12.76% | -10.89%-1.9pp | 35.91%-48.7pp | 1.58%-14.3pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,279 | $4,100-68.8% | $4,656-72.5% | $4,237-69.8% |
| Admin fee / account holder | $53 | $642-91.7% | $7,493-99.3% | $593-91.0% |