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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,803 |
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 | $30,211 | $55,790-45.8% | $76,817-60.7% | $67,579-55.3% |
| Participation rate | 86.6% | 71.1%+15.5pp | 72.1%+14.5pp | 71.3%+15.3pp |
| Annual return | 19.69% | 64.45%-44.8pp | 1166.11%-1146.4pp | 378.56%-358.9pp |
| Employer contribution / active EE | $660 | $1,810-63.5% | $2,302-71.3% | $2,148-69.3% |
| Participant deferral / active EE | $2,283 | $2,875-20.6% | $3,336-31.6% | $3,539-35.5% |
| Admin fee / account holder | $43 | $159-72.9% | $6,420-99.3% | $142-69.6% |