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 | $197,677 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,387 |
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 | $85,130 | $64,457+32.1% | $111,392-23.6% | $55,725+52.8% |
| Participation rate | 87.1% | 79.7%+7.4pp | 78.9%+8.3pp | 70.9%+16.3pp |
| Annual return | -4.30% | -19.97%+15.7pp | -2.06%-2.2pp | 244.93%-249.2pp |
| Employer contribution / active EE | $3,009 | $3,956-23.9% | $4,328-30.5% | $2,078+44.8% |
| Participant deferral / active EE | $5,876 | $5,219+12.6% | $5,567+5.6% | $3,356+75.1% |
| Admin fee / account holder | $195 | $112+74.1% | $12,266-98.4% | $115+69.2% |