Reports
Standard Report
ESOP Eligibility and Election Detail
Lists participant data and values with distribution election amount and total distribution amounts.
ESOP Diversification Elections
Lists the number of shares available for diversification and what elections each participant has made.
ESOP Eligibility and Election Summary
Lists the elected participants, distribution election amounts and total distribution amounts.
Tailored Reports
You do not currently have any tailored reports. After you have created a tailored report it will appear in this space.
Create Tailored ReportOther Reports & Statements
Statements
Security
- SOC 2 Report
Controls around security, availability, and confidentiality
- Two-Factor Authentication Report
Data included in any downloaded report(s) is considered authentic only as of the exact date and time it is downloaded. Principal no longer guarantees the authenticity of this information once the information has been moved into a CSV or Excel file.