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 | $19,340 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,529 | $30,599-62.3% | $74,583-84.5% | $57,658-80.0% |
| Participation rate | 79.9% | 49.1%+30.8pp | 68.1%+11.8pp | 70.2%+9.7pp |
| Annual return | 12.32% | 14.24%-1.9pp | 20.47%-8.1pp | 5.13%+7.2pp |
| Employer contribution / active EE | $182 | $1,000-81.8% | $2,525-92.8% | $1,974-90.8% |
| Participant deferral / active EE | $1,017 | $1,805-43.7% | $3,458-70.6% | $3,061-66.8% |
| Admin fee / account holder | $88 | $98-9.9% | $4,138-97.9% | $95-6.6% |