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 | $8,165 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $24,250 | $75,388-67.8% | $123,544-80.4% | $55,725-56.5% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.3%+15.3pp | 70.9%+26.7pp |
| Annual return | -5.13% | 4.48%-9.6pp | 119.20%-124.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,228 | $3,063-59.9% | $4,628-73.5% | $2,078-40.9% |
| Participant deferral / active EE | $4,909 | $5,651-13.1% | $6,426-23.6% | $3,356+46.3% |
| Admin fee / account holder | $22 | $120-81.8% | $9,284-99.8% | $115-81.0% |