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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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,242 |
PASKOWSKI, MICHAEL B.6+ years Service code 49 THE CORPORATE BENEFITS · DANVERS, MA 01923 | Other Services | $2,416 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,736 | $54,573+79.1% | $90,951+7.5% | $73,488+33.0% |
| Participation rate | 81.0% | 61.2%+19.8pp | 69.0%+11.9pp | 70.7%+10.3pp |
| Annual return | 13.34% | 16.69%-3.4pp | 134.60%-121.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $503 | $991-49.2% | $2,122-76.3% | $2,270-77.8% |
| Participant deferral / active EE | $4,162 | $2,517+65.4% | $3,373+23.4% | $3,740+11.3% |
| Admin fee / account holder | $370 | $521-29.0% | $5,959-93.8% | $513-27.8% |