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 | $24,409 |
MIZELL, LISA C.1 year Service code 49 4321 VALLEY RIDGE RD · DALLAS, TX 75220 | Other Services | $2,530 |
ZIMMERMANN, MARCIA J.4+ years Service code 49 4321 VALLEY RIDGE RD · DALLAS, TX 752201927 | Other Services | $2,530 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,864 | $65,118-55.7% | $76,768-62.4% | $55,725-48.2% |
| Participation rate | 70.8% | 79.6%-8.8pp | 77.0%-6.2pp | 70.9%-0.1pp |
| Annual return | -5.81% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,908 | $3,688-48.3% | $3,852-50.5% | $3,356-43.1% |
| Admin fee / account holder | $117 | $116+1.3% | $6,675-98.2% | $115+1.9% |