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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,418 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,107 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,450 | $60,795-59.8% | $69,455-64.8% | $65,185-62.5% |
| Participation rate | 92.5% | 74.9%+17.6pp | 74.6%+17.9pp | 70.2%+22.3pp |
| Annual return | 24.30% | 17.46%+6.8pp | 28.97%-4.7pp | 29.38%-5.1pp |
| Employer contribution / active EE | $944 | $2,452-61.5% | $2,779-66.0% | $2,177-56.7% |
| Participant deferral / active EE | $2,484 | $3,162-21.4% | $3,535-29.7% | $3,514-29.3% |
| Admin fee / account holder | $192 | $314-38.9% | $3,839-95.0% | $847-77.4% |