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 8-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 COMPANY3+ years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $15,016 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,350 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $52,910 | $72,554-27.1% | $138,135-61.7% | $73,488-28.0% |
| Participation rate | 92.4% | 74.8%+17.5pp | 78.7%+13.7pp | 70.7%+21.7pp |
| Annual return | 14.51% | 17.50%-3.0pp | 20.51%-6.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,255 | $3,511-64.3% | $5,587-77.5% | $2,270-44.7% |
| Participant deferral / active EE | $3,195 | $4,908-34.9% | $6,431-50.3% | $3,740-14.6% |
| Admin fee / account holder | $17 | $464-96.3% | $11,856-99.9% | $513-96.7% |