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 9-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 | $26,281 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,366 | $66,302+6.1% | $110,238-36.2% | $56,287+25.0% |
| Participation rate | 76.1% | 74.9%+1.2pp | 79.8%-3.7pp | 69.9%+6.2pp |
| Annual return | -7.70% | -1.18%-6.5pp | 314.74%-322.4pp | -9.96%+2.3pp |
| Employer contribution / active EE | $994 | $2,047-51.4% | $3,826-74.0% | $2,111-52.9% |
| Participant deferral / active EE | $3,869 | $3,381+14.4% | $4,672-17.2% | $3,350+15.5% |
| Admin fee / account holder | $144 | $698-79.4% | $8,547-98.3% | $521-72.4% |