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 6-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,371 |
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 | $60,284 | $56,485+6.7% | $185,823-67.6% | $86,799-30.5% |
| Participation rate | 93.4% | 65.5%+28.0pp | 81.7%+11.7pp | 72.3%+21.2pp |
| Annual return | 20.23% | 118.04%-97.8pp | 122.05%-101.8pp | 97.91%-77.7pp |
| Employer contribution / active EE | $10,731 | $1,843+482.3% | $5,167+107.7% | $2,405+346.1% |
| Participant deferral / active EE | $8,686 | $2,553+240.2% | $5,568+56.0% | $4,131+110.3% |
| Admin fee / account holder | $145 | $150-3.2% | $16,237-99.1% | $170-14.6% |