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 | $41,777 |
Filed as: INSTITUTIONAL AND FAMILY ASSET MGMT Service code 27 · EIN 47-2600132 | Advisory (Plan) | $18,022 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,098 | $73,638-3.4% | $95,952-25.9% | $73,488-3.3% |
| Participation rate | 88.1% | 76.2%+12.0pp | 77.1%+11.1pp | 70.7%+17.5pp |
| Annual return | 13.47% | 16.78%-3.3pp | 91.61%-78.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,782 | $1,863-4.4% | $2,541-29.9% | $2,270-21.5% |
| Participant deferral / active EE | $3,040 | $3,617-16.0% | $4,167-27.1% | $3,740-18.7% |
| Admin fee / account holder | $342 | $482-29.0% | $6,795-95.0% | $513-33.3% |