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 | $30,842 |
Service code 49 · EIN 74-2794194 | Other Services | $5,210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,467 | $54,590-62.5% | $81,930-75.0% | $73,488-72.1% |
| Participation rate | 96.3% | 68.3%+28.0pp | 72.0%+24.3pp | 70.7%+25.6pp |
| Annual return | 12.96% | 17.74%-4.8pp | 29.49%-16.5pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,143 | $1,636+31.0% | $4,310-50.3% | $2,270-5.6% |
| Participant deferral / active EE | $1,328 | $2,759-51.9% | $7,107-81.3% | $3,740-64.5% |
| Admin fee / account holder | $219 | $592-63.1% | $5,158-95.8% | $513-57.4% |