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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,840 |
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 | $1,117,313 | $81,719+1267.3% | $101,248+1003.5% | $90,288+1137.5% |
| Participation rate | 98.1% | 80.7%+17.4pp | 75.8%+22.3pp | 73.4%+24.8pp |
| Annual return | 16.99% | 337.64%-320.6pp | 46.47%-29.5pp | 53.97%-37.0pp |
| Employer contribution / active EE | $19,516 | $3,622+438.8% | $3,660+433.3% | $2,524+673.2% |
| Participant deferral / active EE | $8,775 | $3,310+165.1% | $4,370+100.8% | $4,232+107.3% |
| Admin fee / account holder | $44 | $162-72.7% | $5,945-99.3% | $114-61.2% |