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 | $37,827 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,420 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $83,632 | $61,156+36.8% | $185,823-55.0% | $79,386+5.3% |
| Participation rate | 74.5% | 66.6%+7.9pp | 81.7%-7.2pp | 70.7%+3.8pp |
| Annual return | 31.96% | 19.45%+12.5pp | 122.05%-90.1pp | 116.85%-84.9pp |
| Employer contribution / active EE | $3,726 | $2,321+60.6% | $5,167-27.9% | $2,427+53.5% |
| Participant deferral / active EE | $3,857 | $2,789+38.3% | $5,568-30.7% | $4,046-4.7% |
| Admin fee / account holder | $18 | $710-97.4% | $16,237-99.9% | $626-97.1% |