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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,139 | $53,777-32.8% | $134,143-73.1% | $79,858-54.7% |
| Participation rate | 31.0% | 58.8%-27.8pp | 72.2%-41.2pp | 69.6%-38.6pp |
| Annual return | 12.09% | 19.01%-6.9pp | 36.33%-24.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $395 | $1,321-70.1% | $3,704-89.3% | $2,471-84.0% |
| Participant deferral / active EE | $1,251 | $2,420-48.3% | $3,499-64.2% | $3,740-66.5% |
| Admin fee / account holder | $198 | $3,984-95.0% | $6,684-97.0% | $5,306-96.3% |