Filed January 30, 2023 (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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,073 |
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 | $83,363 | $88,515-5.8% | $162,163-48.6% | $67,579+23.4% |
| Participation rate | 95.1% | 86.8%+8.3pp | 87.6%+7.6pp | 71.3%+23.9pp |
| Annual return | 20.58% | 27.04%-6.5pp | 115.59%-95.0pp | 378.56%-358.0pp |
| Employer contribution / active EE | $2,113 | $3,563-40.7% | $5,614-62.4% | $2,148-1.6% |
| Participant deferral / active EE | $4,330 | $5,724-24.4% | $7,298-40.7% | $3,539+22.3% |
| Admin fee / account holder | $15 | $124-87.9% | $10,843-99.9% | $142-89.5% |