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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,063 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,700 |
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).
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 | $18,506 | $52,293-64.6% | $178,490-89.6% | $73,409-74.8% |
| Participation rate | 81.9% | 65.3%+16.5pp | 81.9%0pp | 72.2%+9.7pp |
| Annual return | 17.36% | 34.75%-17.4pp | 151.07%-133.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,316 | $1,735-24.2% | $5,011-73.7% | $2,234-41.1% |
| Participant deferral / active EE | $1,756 | $2,332-24.7% | $5,202-66.2% | $3,805-53.9% |
| Admin fee / account holder | $115 | $127-10.0% | $13,984-99.2% | $158-27.4% |