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 | $41,889 |
Filed as: INSTITUTIONAL AND FAMILY ASSET MGMT Service code 27 · EIN 47-2600132 | Advisory (Plan) | $18,452 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,175 | $65,376+1.2% | $87,100-24.0% | $65,185+1.5% |
| Participation rate | 88.9% | 75.3%+13.6pp | 76.9%+12.0pp | 70.2%+18.7pp |
| Annual return | 24.14% | 31.27%-7.1pp | 28.19%-4.1pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,589 | $1,822-12.8% | $2,521-37.0% | $2,177-27.0% |
| Participant deferral / active EE | $2,755 | $3,388-18.7% | $4,049-32.0% | $3,514-21.6% |
| Admin fee / account holder | $367 | $520-29.3% | $7,497-95.1% | $847-56.6% |