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 | $3,447 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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).
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 | $28,014 | $73,102-61.7% | $123,544-77.3% | $56,287-50.2% |
| Participation rate | 94.3% | 74.3%+20.0pp | 82.3%+12.0pp | 69.9%+24.4pp |
| Annual return | -3.14% | 3.01%-6.1pp | 119.20%-122.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $623 | $2,977-79.1% | $4,628-86.5% | $2,111-70.5% |
| Participant deferral / active EE | $4,395 | $5,423-19.0% | $6,426-31.6% | $3,350+31.2% |
| Admin fee / account holder | $20 | $554-96.4% | $9,284-99.8% | $521-96.2% |