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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,566 |
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 | $87,214 | $111,608-21.9% | $177,821-51.0% | $73,409+18.8% |
| Participation rate | 96.3% | 87.9%+8.5pp | 87.7%+8.6pp | 72.2%+24.2pp |
| Annual return | 22.18% | 18.23%+4.0pp | 48.32%-26.1pp | 59.29%-37.1pp |
| Employer contribution / active EE | $2,350 | $3,796-38.1% | $5,918-60.3% | $2,234+5.2% |
| Participant deferral / active EE | $4,822 | $6,199-22.2% | $7,714-37.5% | $3,805+26.7% |
| Admin fee / account holder | $14 | $166-91.6% | $12,427-99.9% | $158-91.1% |