See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,981 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,448 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,435 | $73,638+2.4% | $95,952-21.4% | $73,488+2.6% |
| Participation rate | 55.7% | 76.2%-20.5pp | 77.1%-21.4pp | 70.7%-15.0pp |
| Annual return | 29.01% | 16.78%+12.2pp | 91.61%-62.6pp | 28.51%+0.5pp |
| Employer contribution / active EE | $586 | $1,863-68.5% | $2,541-76.9% | $2,270-74.2% |
| Participant deferral / active EE | $5,868 | $3,617+62.2% | $4,167+40.8% | $3,740+56.9% |
| Admin fee / account holder | $30 | $482-93.8% | $6,795-99.6% | $513-94.1% |