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 | $47,003 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,325 |
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 | $70,376 | $65,061+8.2% | $143,757-51.0% | $66,914+5.2% |
| Participation rate | 76.1% | 65.2%+10.9pp | 80.3%-4.2pp | 69.8%+6.3pp |
| Annual return | -16.41% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,798 | $2,361+60.9% | $4,951-23.3% | $2,544+49.3% |
| Participant deferral / active EE | $4,068 | $2,919+39.4% | $5,637-27.8% | $4,237-4.0% |
| Admin fee / account holder | $16 | $502-96.8% | $14,673-99.9% | $593-97.3% |