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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,080 |
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 | $1,088,692 | $66,601+1534.7% | $92,893+1072.0% | $67,579+1511.0% |
| Participation rate | 98.3% | 72.5%+25.8pp | 76.0%+22.3pp | 71.3%+27.0pp |
| Annual return | 35.18% | 92.58%-57.4pp | 109.41%-74.2pp | 378.56%-343.4pp |
| Employer contribution / active EE | $19,173 | $2,775+590.8% | $3,653+424.9% | $2,148+792.7% |
| Participant deferral / active EE | $7,964 | $3,157+152.3% | $4,236+88.0% | $3,539+125.0% |
| Admin fee / account holder | $48 | $199-75.9% | $5,794-99.2% | $142-66.3% |