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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,751 |
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 | $64,641 | $52,670+22.7% | $90,404-28.5% | $73,409-11.9% |
| Participation rate | 98.9% | 67.7%+31.2pp | 72.7%+26.2pp | 72.2%+26.7pp |
| Annual return | 20.19% | 20.70%-0.5pp | 1293.02%-1272.8pp | 59.29%-39.1pp |
| Employer contribution / active EE | $2,206 | $1,872+17.9% | $3,262-32.4% | $2,234-1.2% |
| Participant deferral / active EE | $9,259 | $2,807+229.9% | $3,963+133.6% | $3,805+143.3% |
| Admin fee / account holder | $30 | $117-74.2% | $5,611-99.5% | $158-80.9% |