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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,129 |
Filed as: TRINITY INVESTMENT Service code 27 · EIN 20-4554635 | Advisory (Plan) | $48,707 |
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 | $57,385 | $111,608-48.6% | $177,821-67.7% | $73,409-21.8% |
| Participation rate | 94.4% | 87.9%+6.5pp | 87.7%+6.6pp | 72.2%+22.2pp |
| Annual return | 17.44% | 18.23%-0.8pp | 48.32%-30.9pp | 59.29%-41.9pp |
| Employer contribution / active EE | $3,356 | $3,796-11.6% | $5,918-43.3% | $2,234+50.3% |
| Participant deferral / active EE | $4,462 | $6,199-28.0% | $7,714-42.2% | $3,805+17.3% |
| Admin fee / account holder | $147 | $166-11.0% | $12,427-98.8% | $158-6.6% |