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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,704 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,136 |
KUIPER, DAVID A.2 years Service code 49 · EIN 37-6403468 | Other Services | $1,305 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $182,952 | $64,909+181.9% | $82,313+122.3% | $62,292+193.7% |
| Participation rate | 90.3% | 74.9%+15.4pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 18.31% | 21.18%-2.9pp | 25.88%-7.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,167 | $1,676-30.3% | $2,428-51.9% | $2,042-42.8% |
| Participant deferral / active EE | $4,223 | $3,103+36.1% | $3,706+14.0% | $3,169+33.3% |
| Admin fee / account holder | $16 | $440-96.4% | $5,608-99.7% | $479-96.7% |