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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,999 |
Filed as: O N EQUITY SALES COMPANY THE Service code 49 · EIN 31-0742113 | Other Services | $16,782 |
Service code 49 · EIN 32-0071428 | Other Services | $0 |
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 | $68,630 | $56,972+20.5% | $182,532-62.4% | $65,185+5.3% |
| Participation rate | 97.7% | 66.5%+31.2pp | 78.0%+19.7pp | 70.2%+27.5pp |
| Annual return | 25.59% | 27.67%-2.1pp | 148.54%-122.9pp | 29.38%-3.8pp |
| Employer contribution / active EE | $2,966 | $1,615+83.7% | $4,076-27.2% | $2,177+36.3% |
| Participant deferral / active EE | $4,313 | $3,526+22.3% | $5,524-21.9% | $3,514+22.7% |
| Admin fee / account holder | $286 | $528-45.8% | $8,592-96.7% | $847-66.2% |