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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,933 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,711 |
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 | $34,429 | $55,415-37.9% | $155,509-77.9% | $74,495-53.8% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 12.24% | 268.50%-256.3pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,377 | $2,267+4.8% | $4,672-49.1% | $2,623-9.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $110 | $1,738-93.7% | $15,912-99.3% | $1,942-94.3% |