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 | $4,815 |
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 | $215,906 | $46,966+359.7% | $185,117+16.6% | $69,631+210.1% |
| Participation rate | 86.8% | 65.3%+21.5pp | 77.3%+9.5pp | 70.7%+16.1pp |
| Annual return | 19.90% | 22.36%-2.5pp | 40.50%-20.6pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $3,799 | $1,360+179.2% | $4,182-9.2% | $2,032+86.9% |
| Participant deferral / active EE | $10,426 | $3,017+245.6% | $5,045+106.7% | $3,224+223.4% |
| Admin fee / account holder | $13 | $94-86.0% | $8,159-99.8% | $110-88.1% |