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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.
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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 | $95,901 |
S B H U LIFE AGENCY INC4 years Service code 49 · EIN 13-2896238 | Other Services | $26,342 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,151 | $71,142-49.2% | $119,609-69.8% | $64,808-44.2% |
| Participation rate | 97.1% | 78.6%+18.5pp | 79.3%+17.8pp | 71.5%+25.6pp |
| Annual return | -13.26% | -10.01%-3.2pp | -14.97%+1.7pp | 32.82%-46.1pp |
| Employer contribution / active EE | $426 | $2,497-83.0% | $4,232-89.9% | $2,506-83.0% |
| Participant deferral / active EE | $3,338 | $4,490-25.6% | $5,602-40.4% | $4,310-22.6% |
| Admin fee / account holder | $250 | $162+54.4% | $10,323-97.6% | $188+33.3% |