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 LIFE INS COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $2,575 |
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 | $69,892 | $63,114+10.7% | $92,893-24.8% | $65,185+7.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 26.64% | 28.75%-2.1pp | 109.41%-82.8pp | 29.38%-2.7pp |
| Employer contribution / active EE | $3,328 | $2,571+29.5% | $3,653-8.9% | $2,177+52.9% |
| Participant deferral / active EE | $7,887 | $3,108+153.8% | $4,236+86.2% | $3,514+124.5% |
| Admin fee / account holder | $12 | $624-98.0% | $5,794-99.8% | $847-98.5% |