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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,907 |
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 | $56,051 | $41,281+35.8% | $109,313-48.7% | $57,658-2.8% |
| Participation rate | 86.8% | 59.3%+27.5pp | 71.3%+15.5pp | 70.2%+16.6pp |
| Annual return | 10.74% | 8.97%+1.8pp | 22.07%-11.3pp | 5.13%+5.6pp |
| Employer contribution / active EE | $703 | $1,201-41.5% | $3,892-81.9% | $1,974-64.4% |
| Participant deferral / active EE | $5,481 | $2,223+146.5% | $3,166+73.1% | $3,061+79.1% |
| Admin fee / account holder | $110 | $75+46.4% | $5,666-98.1% | $95+16.5% |