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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,816 |
Filed as: PHILLIPS, CHAD L. Service code 49 201 E COMMERCE ST · YOUNGSTOWN, OH 445031637 | Other Services | $23,208 |
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).
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 | $10,325 | $22,291-53.7% | $69,182-85.1% | $63,975-83.9% |
| Participation rate | 64.9% | 35.3%+29.7pp | 55.1%+9.8pp | 71.1%-6.2pp |
| Annual return | 9.95% | 9.30%+0.7pp | -21.93%+31.9pp | 48.65%-38.7pp |
| Employer contribution / active EE | $730 | $325+124.3% | $1,206-39.5% | $2,182-66.5% |
| Participant deferral / active EE | $1,145 | $808+41.7% | $1,897-39.7% | $3,356-65.9% |
| Admin fee / account holder | $14 | $73-81.4% | $2,697-99.5% | $70-80.8% |