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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,180 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,382 | $36,916-85.4% | $156,549-96.6% | $57,658-90.7% |
| Participation rate | 83.9% | 63.4%+20.5pp | 84.0%-0.1pp | 70.2%+13.7pp |
| Annual return | 14.80% | 12.38%+2.4pp | 32.23%-17.4pp | 5.13%+9.7pp |
| Employer contribution / active EE | $330 | $1,571-79.0% | $5,501-94.0% | $1,974-83.3% |
| Participant deferral / active EE | $1,699 | $1,926-11.8% | $4,871-65.1% | $3,061-44.5% |
| Admin fee / account holder | $61 | $82-25.8% | $13,027-99.5% | $95-35.2% |