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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,278 |
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 | $58,984 | $58,083+1.6% | $80,019-26.3% | $56,287+4.8% |
| Participation rate | 92.9% | 73.6%+19.3pp | 75.8%+17.0pp | 69.9%+23.0pp |
| Annual return | -5.68% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,839 | $1,932+98.7% | $2,468+55.5% | $2,111+81.8% |
| Participant deferral / active EE | $2,958 | $3,135-5.6% | $3,686-19.7% | $3,350-11.7% |
| Admin fee / account holder | $23 | $623-96.2% | $6,521-99.6% | $521-95.5% |