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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,169 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,864 | $49,138-10.7% | $84,015-47.8% | $65,185-32.7% |
| Participation rate | 70.9% | 60.7%+10.2pp | 69.0%+1.9pp | 70.2%+0.7pp |
| Annual return | 26.30% | 23.00%+3.3pp | 71.31%-45.0pp | 29.38%-3.1pp |
| Employer contribution / active EE | $676 | $914-26.0% | $1,983-65.9% | $2,177-68.9% |
| Participant deferral / active EE | $1,784 | $2,397-25.6% | $3,239-44.9% | $3,514-49.2% |
| Admin fee / account holder | $43 | $543-92.2% | $6,101-99.3% | $847-95.0% |