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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 | $2,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,283 | $104,475-82.5% | $159,436-88.5% | $79,386-77.0% |
| Participation rate | 30.5% | 76.6%-46.1pp | 82.8%-52.3pp | 70.7%-40.2pp |
| Annual return | 17.75% | 67.95%-50.2pp | 263.57%-245.8pp | 116.85%-99.1pp |
| Employer contribution / active EE | $941 | $3,417-72.4% | $4,829-80.5% | $2,427-61.2% |
| Participant deferral / active EE | $1,878 | $6,467-71.0% | $7,352-74.5% | $4,046-53.6% |
| Admin fee / account holder | $63 | $711-91.1% | $10,799-99.4% | $626-89.9% |