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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,062 |
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 | $50,858 | $86,897-41.5% | $151,611-66.5% | $64,808-21.5% |
| Participation rate | 89.8% | 87.3%+2.5pp | 87.5%+2.3pp | 71.5%+18.3pp |
| Annual return | -7.89% | -3.57%-4.3pp | 3.33%-11.2pp | 32.82%-40.7pp |
| Employer contribution / active EE | $1,802 | $4,010-55.1% | $6,166-70.8% | $2,506-28.1% |
| Participant deferral / active EE | $5,757 | $6,690-13.9% | $8,363-31.2% | $4,310+33.6% |
| Admin fee / account holder | $73 | $153-52.2% | $11,616-99.4% | $188-61.1% |