Filed July 2, 2024 (most recent of 2 filings on file)
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,723 |
Service code 10 · EIN 41-0417830 | Accounting | $51,562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,691 | $74,188-37.1% | $115,756-59.7% | $64,808-28.0% |
| Participation rate | 94.5% | 76.2%+18.3pp | 77.1%+17.4pp | 71.5%+23.1pp |
| Annual return | -7.03% | -11.81%+4.8pp | 143.14%-150.2pp | 32.82%-39.8pp |
| Employer contribution / active EE | $2,119 | $3,365-37.0% | $3,793-44.1% | $2,506-15.5% |
| Participant deferral / active EE | $4,479 | $5,294-15.4% | $6,254-28.4% | $4,310+3.9% |
| Admin fee / account holder | $180 | $148+21.4% | $8,124-97.8% | $188-4.1% |