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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,878 |
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 | $45,737 | $46,100-0.8% | $86,590-47.2% | $69,631-34.3% |
| Participation rate | 91.3% | 67.2%+24.1pp | 73.5%+17.7pp | 70.7%+20.6pp |
| Annual return | 21.22% | 21.02%+0.2pp | 964.84%-943.6pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $1,589 | $1,850-14.1% | $2,839-44.1% | $2,032-21.8% |
| Participant deferral / active EE | $7,088 | $2,432+191.5% | $3,609+96.4% | $3,224+119.9% |
| Admin fee / account holder | $13 | $94-86.4% | $4,906-99.7% | $110-88.5% |