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.
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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,608 |
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 | $95,105 | $69,305+37.2% | $82,313+15.5% | $69,631+36.6% |
| Participation rate | 99.7% | 80.3%+19.5pp | 76.9%+22.8pp | 70.7%+29.0pp |
| Annual return | 15.57% | 21.47%-5.9pp | 25.88%-10.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,610 | $1,887-14.7% | $2,428-33.7% | $2,032-20.8% |
| Participant deferral / active EE | $5,197 | $3,568+45.6% | $3,706+40.2% | $3,224+61.2% |
| Admin fee / account holder | $158 | $97+63.0% | $5,608-97.2% | $110+43.5% |