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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,655 |
JENKS, BRIAN K.2+ years Service code 49 11100 WAYZATA BLVD · MINNETONKA, MN 553055533 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,784 | $44,425-15.0% | $67,834-44.3% | $55,167-31.5% |
| Participation rate | 96.1% | 59.7%+36.4pp | 68.8%+27.3pp | 69.0%+27.1pp |
| Annual return | 5.42% | 17.80%-12.4pp | 138.47%-133.1pp | 169.23%-163.8pp |
| Employer contribution / active EE | $198 | $1,351-85.4% | $2,403-91.8% | $1,963-89.9% |
| Participant deferral / active EE | $3,561 | $2,166+64.4% | $3,160+12.7% | $3,054+16.6% |
| Admin fee / account holder | $58 | $530-89.0% | $4,622-98.7% | $504-88.4% |