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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,527 |
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 | $44,903 | $39,859+12.7% | $78,689-42.9% | $57,658-22.1% |
| Participation rate | 76.3% | 66.1%+10.2pp | 73.6%+2.8pp | 70.2%+6.1pp |
| Annual return | 8.13% | 18.96%-10.8pp | 62.18%-54.0pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,580 | $1,786-11.5% | $2,851-44.6% | $1,974-19.9% |
| Participant deferral / active EE | $4,914 | $2,248+118.6% | $3,517+39.7% | $3,061+60.6% |
| Admin fee / account holder | $63 | $76-17.0% | $4,510-98.6% | $95-33.1% |