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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,448 |
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 | $55,171 | $43,423+27.1% | $78,689-29.9% | $55,1670% |
| Participation rate | 70.4% | 68.0%+2.4pp | 73.6%-3.1pp | 69.0%+1.4pp |
| Annual return | 6.42% | 11.53%-5.1pp | 62.18%-55.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $474 | $1,997-76.3% | $2,851-83.4% | $1,963-75.9% |
| Participant deferral / active EE | $1,561 | $2,509-37.8% | $3,517-55.6% | $3,054-48.9% |
| Admin fee / account holder | $45 | $416-89.1% | $4,510-99.0% | $504-91.0% |