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 | $1,908 |
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 | $45,010 | $54,320-17.1% | $67,652-33.5% | $52,331-14.0% |
| Participation rate | 93.1% | 73.6%+19.5pp | 75.7%+17.5pp | 68.1%+25.0pp |
| Annual return | 4.77% | 6.81%-2.0pp | 6625.04%-6620.3pp | 4.54%+0.2pp |
| Employer contribution / active EE | $2,977 | $1,544+92.8% | $2,266+31.4% | $1,882+58.2% |
| Participant deferral / active EE | $4,257 | $2,950+44.3% | $3,560+19.6% | $3,022+40.9% |
| Admin fee / account holder | $13 | $527-97.5% | $4,821-99.7% | $592-97.8% |