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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,951 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,349,505 | $88,770+1420.2% | $109,143+1136.5% | $93,030+1350.6% |
| Participation rate | 87.8% | 81.5%+6.3pp | 75.9%+11.9pp | 73.9%+13.9pp |
| Annual return | 37.09% | 60.64%-23.6pp | 25.75%+11.3pp | 158.70%-121.6pp |
| Employer contribution / active EE | $17,785 | $3,780+370.5% | $3,722+377.8% | $2,706+557.3% |
| Participant deferral / active EE | $8,267 | $3,630+127.8% | $4,653+77.7% | $4,562+81.2% |
| Admin fee / account holder | $51 | $172-70.5% | $6,752-99.2% | $152-66.5% |