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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,277 |
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 | $53,079 | $54,237-2.1% | $90,281-41.2% | $67,579-21.5% |
| Participation rate | 96.0% | 68.6%+27.4pp | 73.3%+22.7pp | 71.3%+24.7pp |
| Annual return | 26.95% | 37.27%-10.3pp | 78.10%-51.1pp | 378.56%-351.6pp |
| Employer contribution / active EE | $2,057 | $1,846+11.4% | $2,854-27.9% | $2,148-4.2% |
| Participant deferral / active EE | $8,486 | $2,625+223.3% | $3,885+118.4% | $3,539+139.8% |
| Admin fee / account holder | $17 | $123-86.0% | $5,351-99.7% | $142-87.9% |