Filed November 18, 2016 (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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $230,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,616 | $129,021-25.9% | $184,203-48.1% | $77,643+23.1% |
| Participation rate | 97.4% | 87.3%+10.1pp | 86.8%+10.6pp | 70.6%+26.9pp |
| Annual return | 14.52% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,559 | $4,413-42.0% | $6,427-60.2% | $2,726-6.1% |
| Participant deferral / active EE | $7,364 | $7,297+0.9% | $9,131-19.4% | $4,647+58.5% |
| Admin fee / account holder | $228 | $254-10.2% | $13,901-98.4% | $430-47.0% |