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 | $204,129 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,548 |
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 | $93,453 | $72,658+28.6% | $127,761-26.9% | $67,579+38.3% |
| Participation rate | 96.6% | 80.0%+16.7pp | 79.0%+17.6pp | 71.3%+25.3pp |
| Annual return | 21.48% | 26.49%-5.0pp | 26.14%-4.7pp | 378.56%-357.1pp |
| Employer contribution / active EE | $3,090 | $3,988-22.5% | $4,574-32.4% | $2,148+43.9% |
| Participant deferral / active EE | $6,180 | $5,383+14.8% | $6,021+2.6% | $3,539+74.6% |
| Admin fee / account holder | $209 | $127+64.6% | $9,395-97.8% | $142+46.9% |