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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,806 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,501 |
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 | $32,480 | $69,763-53.4% | $67,502-51.9% | $74,495-56.4% |
| Participation rate | 97.5% | 71.4%+26.1pp | 72.9%+24.6pp | 67.2%+30.3pp |
| Annual return | 12.02% | -40.34%+52.4pp | 3512.12%-3500.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,137 | $2,704-20.9% | $2,731-21.7% | $2,623-18.5% |
| Participant deferral / active EE | $4,670 | $3,636+28.5% | $4,000+16.8% | $4,346+7.5% |
| Admin fee / account holder | $182 | $896-79.7% | $3,998-95.4% | $1,942-90.6% |