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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,661 | $35,485+73.8% | $74,550-17.3% | $55,725+10.7% |
| Participation rate | 68.8% | 62.5%+6.3pp | 69.1%-0.3pp | 70.9%-2.1pp |
| Annual return | -6.48% | 0.72%-7.2pp | 32.53%-39.0pp | 244.93%-251.4pp |
| Employer contribution / active EE | $930 | $777+19.6% | $1,961-52.6% | $2,078-55.3% |
| Participant deferral / active EE | $3,135 | $2,181+43.7% | $3,108+0.9% | $3,356-6.6% |
| Admin fee / account holder | $184 | $114+60.9% | $5,060-96.4% | $115+59.7% |