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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,140 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,391 |
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 | $55,033 | $61,052-9.9% | $142,863-61.5% | $79,386-30.7% |
| Participation rate | 97.4% | 60.1%+37.3pp | 71.9%+25.5pp | 70.7%+26.7pp |
| Annual return | 12.42% | 16.02%-3.6pp | 5637.54%-5625.1pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,675 | $1,481+80.6% | $4,144-35.5% | $2,427+10.2% |
| Participant deferral / active EE | $3,789 | $2,879+31.6% | $3,837-1.3% | $4,046-6.3% |
| Admin fee / account holder | $271 | $659-58.9% | $6,560-95.9% | $626-56.8% |