Filed December 31, 2019
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 | $1,316 |
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 | $115,606 | $55,002+110.2% | $59,878+93.1% | $56,287+105.4% |
| Participation rate | 97.7% | 75.9%+21.8pp | 74.7%+23.0pp | 69.9%+27.9pp |
| Annual return | -2.25% | 1.13%-3.4pp | 3.46%-5.7pp | -9.96%+7.7pp |
| Employer contribution / active EE | $3,576 | $2,448+46.1% | $2,722+31.4% | $2,111+69.4% |
| Participant deferral / active EE | $7,932 | $3,121+154.2% | $3,402+133.2% | $3,350+136.8% |
| Admin fee / account holder | $8 | $236-96.6% | $3,590-99.8% | $521-98.5% |