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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,239 | $28,109+43.2% | $71,086-43.4% | $56,287-28.5% |
| Participation rate | 68.9% | 40.4%+28.5pp | 54.7%+14.3pp | 69.9%-0.9pp |
| Annual return | -5.39% | -615.05%+609.7pp | 650.59%-656.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,571 | $558+181.7% | $1,088+44.4% | $2,111-25.6% |
| Participant deferral / active EE | $3,131 | $1,116+180.6% | $1,874+67.1% | $3,350-6.5% |
| Admin fee / account holder | $12 | $585-97.9% | $3,082-99.6% | $521-97.6% |