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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,554 |
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 | $49,007 | $52,884-7.3% | $84,750-42.2% | $55,167-11.2% |
| Participation rate | 92.8% | 67.5%+25.3pp | 76.6%+16.2pp | 69.0%+23.8pp |
| Annual return | 6.58% | 18.03%-11.4pp | 22.78%-16.2pp | 169.23%-162.6pp |
| Employer contribution / active EE | $842 | $2,233-62.3% | $3,574-76.5% | $1,963-57.1% |
| Participant deferral / active EE | $3,366 | $2,644+27.3% | $3,712-9.3% | $3,054+10.2% |
| Admin fee / account holder | $71 | $581-87.7% | $5,332-98.7% | $504-85.8% |