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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,317 |
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 | $128,919 | $82,202+56.8% | $125,339+2.9% | $64,808+98.9% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -16.77% | 3.48%-20.3pp | 572.05%-588.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,905 | $3,615+8.0% | $4,814-18.9% | $2,506+55.8% |
| Participant deferral / active EE | $7,148 | $7,175-0.4% | $7,446-4.0% | $4,310+65.8% |
| Admin fee / account holder | $40 | $163-75.5% | $10,010-99.6% | $188-78.7% |