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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,805 |
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 | $6,820 | $46,173-85.2% | $170,442-96.0% | $69,631-90.2% |
| Participation rate | 90.8% | 63.9%+26.9pp | 83.6%+7.2pp | 70.7%+20.2pp |
| Annual return | 20.31% | 21.62%-1.3pp | 205.93%-185.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $445 | $1,610-72.3% | $5,433-91.8% | $2,032-78.1% |
| Participant deferral / active EE | $2,162 | $2,080+3.9% | $4,939-56.2% | $3,224-32.9% |
| Admin fee / account holder | $73 | $116-36.6% | $13,880-99.5% | $110-33.5% |