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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,274 |
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 | $41,956 | $43,999-4.6% | $79,464-47.2% | $55,725-24.7% |
| Participation rate | 95.3% | 66.9%+28.3pp | 73.3%+21.9pp | 70.9%+24.4pp |
| Annual return | -5.07% | 1.81%-6.9pp | 718.14%-723.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,587 | $1,830-13.2% | $2,800-43.3% | $2,078-23.6% |
| Participant deferral / active EE | $7,470 | $2,538+194.3% | $3,704+101.7% | $3,356+122.6% |
| Admin fee / account holder | $14 | $118-88.3% | $5,113-99.7% | $115-88.1% |