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 | $18,542 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $66,773 | $48,576+37.5% | $169,463-60.6% | $56,287+18.6% |
| Participation rate | 61.1% | 65.8%-4.7pp | 77.8%-16.6pp | 69.9%-8.7pp |
| Annual return | -4.57% | -2.51%-2.1pp | 1.83%-6.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,543 | $1,559-1.0% | $4,159-62.9% | $2,111-26.9% |
| Participant deferral / active EE | $2,695 | $3,275-17.7% | $5,277-48.9% | $3,350-19.5% |
| Admin fee / account holder | $170 | $435-60.9% | $9,109-98.1% | $521-67.3% |