Filed November 22, 2021
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 | $51,484 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $913,709 | $56,443+1518.8% | $83,848+989.7% | $55,725+1539.7% |
| Participation rate | 96.9% | 72.0%+24.9pp | 76.1%+20.8pp | 70.9%+26.1pp |
| Annual return | 27.72% | 393.67%-365.9pp | 850.88%-823.2pp | 244.93%-217.2pp |
| Employer contribution / active EE | $18,189 | $2,682+578.3% | $3,631+401.0% | $2,078+775.2% |
| Participant deferral / active EE | $7,488 | $2,965+152.6% | $4,082+83.5% | $3,356+123.2% |
| Admin fee / account holder | $47 | $156-70.2% | $5,478-99.1% | $115-59.5% |