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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,300 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,226 |
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 | $27,370 | $60,989-55.1% | $60,874-55.0% | $66,914-59.1% |
| Participation rate | 95.2% | 74.5%+20.7pp | 73.1%+22.1pp | 69.8%+25.4pp |
| Annual return | -16.73% | -9.60%-7.1pp | 16.90%-33.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,422 | $2,661-46.6% | $2,701-47.4% | $2,544-44.1% |
| Participant deferral / active EE | $4,004 | $3,615+10.8% | $3,817+4.9% | $4,237-5.5% |
| Admin fee / account holder | $192 | $338-43.3% | $3,224-94.1% | $593-67.7% |