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 | $46,359 |
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 | $35,516 | $73,638-51.8% | $95,952-63.0% | $73,488-51.7% |
| Participation rate | 97.1% | 76.2%+20.9pp | 77.1%+20.0pp | 70.7%+26.4pp |
| Annual return | 16.47% | 16.78%-0.3pp | 91.61%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,285 | $1,863-31.1% | $2,541-49.4% | $2,270-43.4% |
| Participant deferral / active EE | $3,133 | $3,617-13.4% | $4,167-24.8% | $3,740-16.2% |
| Admin fee / account holder | $211 | $482-56.3% | $6,795-96.9% | $513-58.9% |