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 COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $16,703 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,653 | $50,637-65.1% | $86,590-79.6% | $62,292-71.7% |
| Participation rate | 81.1% | 67.9%+13.2pp | 73.5%+7.5pp | 69.5%+11.6pp |
| Annual return | 13.13% | 20.80%-7.7pp | 964.84%-951.7pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,164 | $2,075-43.9% | $2,839-59.0% | $2,042-43.0% |
| Participant deferral / active EE | $394 | $2,611-84.9% | $3,609-89.1% | $3,169-87.6% |
| Admin fee / account holder | $150 | $413-63.6% | $4,906-96.9% | $479-68.6% |