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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.
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,161 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,964 | $348,986-6.6% | $185,823+75.4% | - |
| Participation rate | 90.4% | 76.2%+14.2pp | 78.0%+12.3pp | - |
| Annual return | 18.14% | 9.09%+9.0pp | 35.95%-17.8pp | - |
| Employer contribution / active EE | $4,375 | $2,863+52.8% | $4,087+7.0% | - |
| Participant deferral / active EE | $14,312 | $5,378+166.1% | $5,632+154.1% | - |
| Admin fee / account holder | $158 | $28,026-99.4% | $9,500-98.3% | - |