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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,709 |
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 | $66,594 | $45,324+46.9% | $122,332-45.6% | $69,631-4.4% |
| Participation rate | 88.5% | 59.9%+28.6pp | 71.6%+16.9pp | 70.7%+17.8pp |
| Annual return | 23.04% | 25.35%-2.3pp | 30.27%-7.2pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $653 | $1,230-46.9% | $4,050-83.9% | $2,032-67.9% |
| Participant deferral / active EE | $5,275 | $2,367+122.8% | $3,287+60.5% | $3,224+63.6% |
| Admin fee / account holder | $146 | $87+67.9% | $5,478-97.3% | $110+32.3% |