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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $28,482 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,479 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,685 | $52,953+14.6% | $172,739-64.9% | $65,185-6.9% |
| Participation rate | 77.1% | 66.2%+10.9pp | 82.6%-5.6pp | 70.2%+6.9pp |
| Annual return | 6.52% | 30.12%-23.6pp | 802.84%-796.3pp | 29.38%-22.9pp |
| Employer contribution / active EE | $3,172 | $2,190+44.9% | $5,143-38.3% | $2,177+45.7% |
| Participant deferral / active EE | $3,965 | $2,471+60.5% | $5,198-23.7% | $3,514+12.9% |
| Admin fee / account holder | $14 | $472-97.0% | $13,954-99.9% | $847-98.4% |