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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,435 |
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 | $59,926 | $80,177-25.3% | $123,892-51.6% | $57,658+3.9% |
| Participation rate | 73.1% | 74.4%-1.3pp | 81.4%-8.3pp | 70.2%+2.9pp |
| Annual return | 11.88% | 17.90%-6.0pp | 47.52%-35.6pp | 5.13%+6.7pp |
| Employer contribution / active EE | $1,293 | $2,913-55.6% | $4,617-72.0% | $1,974-34.5% |
| Participant deferral / active EE | $5,404 | $5,130+5.3% | $5,984-9.7% | $3,061+76.6% |
| Admin fee / account holder | $39 | $106-63.5% | $8,357-99.5% | $95-59.0% |