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 | $34,881 |
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 | $207,258 | $42,810+384.1% | $169,463+22.3% | $55,725+271.9% |
| Participation rate | 86.3% | 64.7%+21.6pp | 77.8%+8.6pp | 70.9%+15.5pp |
| Annual return | -4.28% | -3.61%-0.7pp | 1.83%-6.1pp | 244.93%-249.2pp |
| Employer contribution / active EE | $3,618 | $1,402+158.1% | $4,159-13.0% | $2,078+74.1% |
| Participant deferral / active EE | $10,428 | $3,141+232.0% | $5,277+97.6% | $3,356+210.8% |
| Admin fee / account holder | $71 | $106-33.5% | $9,109-99.2% | $115-38.6% |