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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 | $59,095 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $8,080 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,146 | $46,292-73.8% | $143,757-91.6% | $64,808-81.3% |
| Participation rate | 77.8% | 64.2%+13.6pp | 80.3%-2.5pp | 71.5%+6.3pp |
| Annual return | -17.77% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,816 | $2,646+6.4% | $5,637-50.0% | $4,310-34.7% |
| Admin fee / account holder | $160 | $154+4.0% | $14,673-98.9% | $188-14.8% |