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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,330 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,077 |
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 | $23,140 | $55,002-57.9% | $59,878-61.4% | $56,287-58.9% |
| Participation rate | 94.9% | 75.9%+19.0pp | 74.7%+20.2pp | 69.9%+25.1pp |
| Annual return | -3.84% | 1.13%-5.0pp | 3.46%-7.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $998 | $2,448-59.2% | $2,722-63.3% | $2,111-52.7% |
| Participant deferral / active EE | $2,291 | $3,121-26.6% | $3,402-32.7% | $3,350-31.6% |
| Admin fee / account holder | $203 | $236-13.9% | $3,590-94.3% | $521-61.0% |