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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,748 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $60,700 | $63,299-4.1% | $91,001-33.3% | $62,292-2.6% |
| Participation rate | 87.7% | 73.3%+14.4pp | 75.6%+12.1pp | 69.5%+18.2pp |
| Annual return | 17.23% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,497 | $1,807+93.5% | $2,456+42.4% | $2,042+71.2% |
| Participant deferral / active EE | $2,986 | $2,943+1.5% | $3,547-15.8% | $3,169-5.8% |
| Admin fee / account holder | $20 | $468-95.6% | $5,417-99.6% | $479-95.8% |