Filed December 21, 2018
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 | $831,324 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,985 | $106,087-35.0% | $86,677-20.4% | $78,044-11.6% |
| Participation rate | 97.9% | 89.6%+8.3pp | 76.6%+21.3pp | 74.4%+23.4pp |
| Annual return | -15.68% | -14.87%-0.8pp | 35.91%-51.6pp | 10.87%-26.6pp |
| Employer contribution / active EE | $3,228 | $4,110-21.5% | $2,836+13.8% | $3,125+3.3% |
| Participant deferral / active EE | $4,730 | $6,851-31.0% | $4,656+1.6% | $5,084-7.0% |
| Admin fee / account holder | $145 | $81+78.6% | $7,493-98.1% | $79+83.8% |