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 9-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 |
|---|---|---|
Service code 49 | Other Services | $22,552 |
PRINCIPLE LIFE INSURANCE COMPANY4+ years Filed as: PRINCIAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $20,483 |
STRUCTURAL CONCEPTS1 year Service code 21 · EIN 38-2151875 | Bank Trustee | $7,243 |
Filed as: PRINCIPAL SECURITIES INC. Service code 49 · EIN 42-0941553 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,205 | $73,404-16.6% | $87,100-29.7% | $67,579-9.4% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.9%+20.0pp | 71.3%+25.6pp |
| Annual return | 23.55% | 48.29%-24.7pp | 28.19%-4.6pp | 378.56%-355.0pp |
| Employer contribution / active EE | $651 | $2,014-67.7% | $2,521-74.2% | $2,148-69.7% |
| Participant deferral / active EE | $4,645 | $3,913+18.7% | $4,049+14.7% | $3,539+31.2% |
| Admin fee / account holder | $38 | $142-73.1% | $7,497-99.5% | $142-73.2% |