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 | Contract Administrator | $25,328 |
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 | $15,336 | $36,767-58.3% | $81,478-81.2% | $62,292-75.4% |
| Participation rate | 75.3% | 54.4%+20.9pp | 68.0%+7.4pp | 69.5%+5.8pp |
| Annual return | 19.78% | 173.80%-154.0pp | 38.78%-19.0pp | 28.90%-9.1pp |
| Employer contribution / active EE | $238 | $1,128-78.9% | $2,568-90.7% | $2,042-88.3% |
| Participant deferral / active EE | $1,372 | $2,111-35.0% | $3,537-61.2% | $3,169-56.7% |
| Admin fee / account holder | $126 | $797-84.2% | $4,561-97.2% | $479-73.7% |