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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,619 |
Filed as: MARTIN, BILLY S. Service code 49 BENEFIT CONSULTING SCVS · BOSSIER CITY, LA 711114390 | Other Services | $1,319 |
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 | $19,381 | $50,958-62.0% | $74,550-74.0% | $64,186-69.8% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -4.04% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $359 | $1,115-67.8% | $1,961-81.7% | $2,381-84.9% |
| Participant deferral / active EE | $1,778 | $2,301-22.8% | $3,108-42.8% | $3,470-48.8% |
| Admin fee / account holder | $99 | $4,223-97.6% | $5,060-98.0% | $4,888-98.0% |