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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,525 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $39,186 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,729 | $42,353+29.2% | $79,550-31.2% | $64,808-15.6% |
| Participation rate | 94.0% | 64.8%+29.2pp | 69.5%+24.5pp | 71.5%+22.5pp |
| Annual return | -13.96% | -12.24%-1.7pp | 0.16%-14.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $815 | $1,181-30.9% | $2,413-66.2% | $2,506-67.5% |
| Participant deferral / active EE | $5,957 | $3,170+87.9% | $3,985+49.5% | $4,310+38.2% |
| Admin fee / account holder | $264 | $160+65.6% | $6,832-96.1% | $188+40.7% |