Filed December 23, 2020
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 | $29,244 |
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 | $29,617 | $66,124-55.2% | $90,404-67.2% | $73,488-59.7% |
| Participation rate | 98.0% | 69.7%+28.4pp | 72.7%+25.4pp | 70.7%+27.4pp |
| Annual return | 14.26% | 17.65%-3.4pp | 1293.02%-1278.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,078 | $2,346-11.4% | $3,262-36.3% | $2,270-8.4% |
| Participant deferral / active EE | $4,027 | $3,039+32.5% | $3,963+1.6% | $3,740+7.7% |
| Admin fee / account holder | $124 | $396-68.6% | $5,611-97.8% | $513-75.7% |