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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,961 |
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 | $13,906 | $65,061-78.6% | $143,757-90.3% | $66,914-79.2% |
| Participation rate | 93.8% | 65.2%+28.6pp | 80.3%+13.5pp | 69.8%+24.0pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,167 | $2,361-50.5% | $4,951-76.4% | $2,544-54.1% |
| Participant deferral / active EE | $1,652 | $2,919-43.4% | $5,637-70.7% | $4,237-61.0% |
| Admin fee / account holder | $42 | $502-91.6% | $14,673-99.7% | $593-92.9% |