Filed December 27, 2024 (most recent of 6 filings on file)
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $213,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,951 | $160,882-13.0% | $200,582-30.2% | $102,872+36.0% |
| Participation rate | 97.1% | 91.2%+5.9pp | 86.9%+10.2pp | 73.0%+24.0pp |
| Annual return | 97.41% | 18.15%+79.3pp | 42.33%+55.1pp | 19.06%+78.3pp |
| Employer contribution / active EE | $2,841 | $5,602-49.3% | $6,419-55.7% | $3,526-19.4% |
| Participant deferral / active EE | $8,012 | $9,300-13.9% | $9,331-14.1% | $5,535+44.7% |
| Admin fee / account holder | $84 | $125-32.7% | $16,305-99.5% | $292-71.3% |