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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,574 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,953 | $85,135-29.6% | $98,907-39.4% | $73,409-18.3% |
| Participation rate | 80.1% | 81.1%-1.1pp | 76.0%+4.0pp | 72.2%+7.9pp |
| Annual return | 14.77% | 19.14%-4.4pp | 196.43%-181.7pp | 59.29%-44.5pp |
| Employer contribution / active EE | $1,758 | $2,721-35.4% | $2,689-34.6% | $2,234-21.3% |
| Participant deferral / active EE | $3,032 | $4,349-30.3% | $4,244-28.6% | $3,805-20.3% |
| Admin fee / account holder | $133 | $139-4.3% | $6,642-98.0% | $158-15.6% |