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 | $20,359 |
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 | $62,098 | $65,223-4.8% | $80,019-22.4% | $55,725+11.4% |
| Participation rate | 98.9% | 80.6%+18.3pp | 75.8%+23.0pp | 70.9%+28.0pp |
| Annual return | -3.95% | 7.59%-11.5pp | 11.22%-15.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,699 | $2,544+6.1% | $2,468+9.3% | $2,078+29.9% |
| Participant deferral / active EE | $5,478 | $3,881+41.2% | $3,686+48.6% | $3,356+63.3% |
| Admin fee / account holder | $54 | $114-52.6% | $6,521-99.2% | $115-53.0% |