Filed November 20, 2017
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,116 |
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 | $40,455 | $38,925+3.9% | $73,843-45.2% | $55,191-26.7% |
| Participation rate | 76.6% | 66.0%+10.6pp | 73.4%+3.1pp | 69.2%+7.4pp |
| Annual return | -0.36% | 6.31%-6.7pp | 2267.84%-2268.2pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,642 | $1,695-3.1% | $2,787-41.1% | $1,899-13.5% |
| Participant deferral / active EE | $4,965 | $2,351+111.2% | $3,583+38.6% | $3,046+63.0% |
| Admin fee / account holder | $74 | $83-11.1% | $4,880-98.5% | $91-18.8% |