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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,976 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,938 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,957 | $57,976-48.3% | $62,995-52.4% | $62,292-51.9% |
| Participation rate | 86.3% | 75.9%+10.4pp | 74.8%+11.5pp | 69.5%+16.8pp |
| Annual return | 16.19% | 17.54%-1.3pp | 87.57%-71.4pp | 28.90%-12.7pp |
| Employer contribution / active EE | $917 | $2,415-62.0% | $2,759-66.8% | $2,042-55.1% |
| Participant deferral / active EE | $2,170 | $2,956-26.6% | $3,329-34.8% | $3,169-31.5% |
| Admin fee / account holder | $240 | $276-12.8% | $3,600-93.3% | $479-49.9% |