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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,278 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 49 | Other Services | $13,000 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | 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).
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 | $53,150 | $83,884-36.6% | $64,056-17.0% | $74,419-28.6% |
| Participation rate | 77.3% | 76.6%+0.6pp | 72.3%+5.0pp | 70.7%+6.5pp |
| Annual return | 14.83% | 16.57%-1.7pp | 33.69%-18.9pp | 34.38%-19.6pp |
| Employer contribution / active EE | $904 | $3,084-70.7% | $2,747-67.1% | $2,637-65.7% |
| Participant deferral / active EE | $2,162 | $3,692-41.4% | $3,880-44.3% | $4,528-52.3% |
| Admin fee / account holder | $177 | $196-9.5% | $3,068-94.2% | $348-49.0% |