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 | $129,321 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,164 |
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 | $41,427 | $127,481-67.5% | $149,696-72.3% | $90,288-54.1% |
| Participation rate | 92.8% | 78.2%+14.5pp | 82.5%+10.3pp | 73.4%+19.4pp |
| Annual return | 19.26% | 57.78%-38.5pp | 276.60%-257.3pp | 53.97%-34.7pp |
| Employer contribution / active EE | $2,288 | $3,448-33.6% | $4,644-50.7% | $2,524-9.3% |
| Participant deferral / active EE | $8,505 | $6,975+21.9% | $6,842+24.3% | $4,232+101.0% |
| Admin fee / account holder | $76 | $152-49.6% | $9,309-99.2% | $114-33.0% |