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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,506 |
MIZELL, LISA C.2 years Service code 49 4321 VALLEY RIDGE RD · DALLAS, TX 752201927 | Other Services | $2,281 |
ZIMMERMANN, MARCIA J.5+ years Service code 49 4321 VALLEY RIDGE RD · DALLAS, TX 752201927 | Other Services | $2,281 |
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 | $33,881 | $73,404-53.8% | $87,100-61.1% | $67,579-49.9% |
| Participation rate | 72.1% | 80.9%-8.7pp | 76.9%-4.7pp | 71.3%+0.9pp |
| Annual return | 18.64% | 48.29%-29.6pp | 28.19%-9.5pp | 378.56%-359.9pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,930 | $3,913-50.7% | $4,049-52.3% | $3,539-45.5% |
| Admin fee / account holder | $133 | $142-6.1% | $7,497-98.2% | $142-6.6% |