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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $10,763 |
NORTHWEST QUADRANT, LLC1 year Filed as: NORTHWEST QUADRANT LLC Service code 27 · EIN 20-4040323 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,717 | $42,548-11.4% | $74,550-49.4% | $56,287-33.0% |
| Participation rate | 26.1% | 60.5%-34.4pp | 69.1%-43.1pp | 69.9%-43.8pp |
| Annual return | -5.98% | 12.40%-18.4pp | 32.53%-38.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $341 | $855-60.1% | $1,961-82.6% | $2,111-83.9% |
| Participant deferral / active EE | $567 | $2,277-75.1% | $3,108-81.8% | $3,350-83.1% |
| Admin fee / account holder | $166 | $467-64.6% | $5,060-96.7% | $521-68.2% |