Filed April 26, 2019
Total covered: 152 employees
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 | $98,795 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,770 | $47,456+42.8% | $172,739-60.8% | $77,787-12.9% |
| Participation rate | 76.5% | 66.3%+10.2pp | 82.6%-6.2pp | 73.2%+3.2pp |
| Annual return | 20.61% | 35.57%-15.0pp | 802.84%-782.2pp | 32.57%-12.0pp |
| Employer contribution / active EE | $1,169 | $1,574-25.7% | $5,143-77.3% | $2,504-53.3% |
| Participant deferral / active EE | $3,445 | $2,560+34.6% | $5,198-33.7% | $3,967-13.2% |
| Admin fee / account holder | $166 | $81+104.9% | $13,954-98.8% | $100+65.5% |