See peer percentile detail. $4.99 for your first month.
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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $217,609 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $75,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,947 | $76,774-23.2% | $112,228-47.5% | $77,904-24.3% |
| Participation rate | 39.9% | 80.2%-40.3pp | 75.1%-35.2pp | 73.7%-33.8pp |
| Annual return | -15.33% | -10.25%-5.1pp | 27.45%-42.8pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,861 | $3,977-53.2% | $3,635-48.8% | $2,848-34.6% |
| Participant deferral / active EE | $2,341 | $3,778-38.0% | $4,728-50.5% | $4,806-51.3% |
| Admin fee / account holder | $175 | $239-26.9% | $6,410-97.3% | $133+31.8% |