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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,216 |
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 | $50,496 | $40,174+25.7% | $84,015-39.9% | $67,579-25.3% |
| Participation rate | 86.4% | 62.7%+23.8pp | 69.0%+17.4pp | 71.3%+15.2pp |
| Annual return | 19.87% | 25.82%-5.9pp | 71.31%-51.4pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,134 | $808+40.5% | $1,983-42.8% | $2,148-47.2% |
| Participant deferral / active EE | $3,445 | $2,301+49.7% | $3,239+6.4% | $3,539-2.7% |
| Admin fee / account holder | $139 | $128+8.5% | $6,101-97.7% | $142-2.2% |