Filed October 13, 2020 (most recent of 2 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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,257 |
Filed as: CAPITOL SECURITIES MGMT. Service code 27 · EIN 54-1170635 | Advisory (Plan) | $18,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,950 | $72,254+41.1% | $86,677+17.6% | $64,808+57.3% |
| Participation rate | 98.5% | 80.4%+18.0pp | 76.6%+21.9pp | 71.5%+27.0pp |
| Annual return | -13.67% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,086 | $2,393-12.8% | $2,836-26.5% | $2,506-16.8% |
| Participant deferral / active EE | $7,303 | $4,658+56.8% | $4,656+56.9% | $4,310+69.4% |
| Admin fee / account holder | $201 | $174+15.4% | $7,493-97.3% | $188+6.8% |