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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,040 |
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 | $68,706 | $42,548+61.5% | $74,550-7.8% | $56,287+22.1% |
| Participation rate | 71.0% | 60.5%+10.5pp | 69.1%+1.8pp | 69.9%+1.1pp |
| Annual return | -7.90% | 12.40%-20.3pp | 32.53%-40.4pp | -9.96%+2.1pp |
| Employer contribution / active EE | $303 | $855-64.6% | $1,961-84.6% | $2,111-85.7% |
| Participant deferral / active EE | $4,179 | $2,277+83.5% | $3,108+34.5% | $3,350+24.8% |
| Admin fee / account holder | $32 | $467-93.2% | $5,060-99.4% | $521-93.9% |