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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,149 |
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 | $45,239 | $107,378-57.9% | $108,579-58.3% | $57,658-21.5% |
| Participation rate | 86.5% | 77.1%+9.4pp | 79.6%+6.9pp | 70.2%+16.3pp |
| Annual return | 7.70% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,341 | $1,782-24.7% | $3,758-64.3% | $1,974-32.1% |
| Participant deferral / active EE | $3,910 | $3,221+21.4% | $4,311-9.3% | $3,061+27.7% |
| Admin fee / account holder | $33 | $108-69.5% | $7,645-99.6% | $95-65.0% |