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 7-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,726 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,495 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $9,505 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $54,518 | $66,051-17.5% | $92,893-41.3% | $77,787-29.9% |
| Participation rate | 41.0% | 81.0%-40.0pp | 76.0%-35.0pp | 73.2%-32.2pp |
| Annual return | 72.16% | 20.69%+51.5pp | 109.41%-37.3pp | 32.57%+39.6pp |
| Employer contribution / active EE | $664 | $3,426-80.6% | $3,653-81.8% | $2,504-73.5% |
| Participant deferral / active EE | $1,844 | $3,013-38.8% | $4,236-56.5% | $3,967-53.5% |
| Admin fee / account holder | $183 | $148+24.1% | $5,794-96.8% | $100+83.3% |