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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,357 |
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 | $38,223 | $63,905-40.2% | $74,183-48.5% | $57,658-33.7% |
| Participation rate | 83.1% | 79.8%+3.3pp | 76.6%+6.4pp | 70.2%+12.8pp |
| Annual return | 7.02% | 60.60%-53.6pp | 17.74%-10.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $788 | $1,840-57.2% | $2,370-66.8% | $1,974-60.1% |
| Participant deferral / active EE | $2,413 | $3,448-30.0% | $3,550-32.0% | $3,061-21.2% |
| Admin fee / account holder | $48 | $91-47.8% | $5,586-99.1% | $95-49.7% |