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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,090 |
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 | $43,146 | $86,332-50.0% | $125,175-65.5% | $65,185-33.8% |
| Participation rate | 95.7% | 75.3%+20.4pp | 79.8%+15.9pp | 70.2%+25.5pp |
| Annual return | 22.04% | 27.43%-5.4pp | 43.79%-21.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,075 | $2,040-47.3% | $3,865-72.2% | $2,177-50.6% |
| Participant deferral / active EE | $2,852 | $3,537-19.4% | $4,937-42.2% | $3,514-18.8% |
| Admin fee / account holder | $40 | $609-93.4% | $9,702-99.6% | $847-95.3% |