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 9-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,260 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $79,976 | $69,305+15.4% | $82,313-2.8% | $69,631+14.9% |
| Participation rate | 91.7% | 80.3%+11.4pp | 76.9%+14.8pp | 70.7%+21.0pp |
| Annual return | 21.33% | 21.47%-0.1pp | 25.88%-4.5pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $2,117 | $1,887+12.2% | $2,428-12.8% | $2,032+4.2% |
| Participant deferral / active EE | $5,870 | $3,568+64.5% | $3,706+58.4% | $3,224+82.1% |
| Admin fee / account holder | $14 | $97-85.6% | $5,608-99.8% | $110-87.3% |