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 | $22,172 |
Participant contribution per participant 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 | $24,042 | $75,388-68.1% | $123,544-80.5% | $55,725-56.9% |
| Participation rate | 71.3% | 75.7%-4.3pp | 82.3%-10.9pp | 70.9%+0.5pp |
| Annual return | -4.94% | 4.48%-9.4pp | 119.20%-124.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $737 | $3,063-75.9% | $4,628-84.1% | $2,078-64.5% |
| Participant deferral / active EE | $1,428 | $5,651-74.7% | $6,426-77.8% | $3,356-57.4% |
| Admin fee / account holder | $38 | $120-68.5% | $9,284-99.6% | $115-67.2% |