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 | $21,803 |
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 | $109,596 | $61,616+77.9% | $105,722+3.7% | $55,167+98.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | 10.11% | 11.15%-1.0pp | 12.25%-2.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $13,240 | $3,043+335.1% | $4,079+224.6% | $1,963+574.6% |
| Participant deferral / active EE | $9,010 | $4,213+113.8% | $5,326+69.2% | $3,054+195.0% |
| Admin fee / account holder | $101 | $379-73.3% | $8,308-98.8% | $504-80.0% |