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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,786 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,727 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $71,477 | $80,753-11.5% | $136,294-47.6% | $62,292+14.7% |
| Participation rate | 92.3% | 73.5%+18.8pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 15.79% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,307 | $2,884-54.7% | $4,695-72.2% | $2,042-36.0% |
| Participant deferral / active EE | $5,690 | $5,164+10.2% | $6,247-8.9% | $3,169+79.5% |
| Admin fee / account holder | $231 | $525-56.1% | $9,243-97.5% | $479-51.8% |