Filed July 10, 2017 (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 |
|---|---|---|
Filed as: PRINCIPAL LIFE Service code 14 · EIN 42-0127290 | Plan Administrator | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,052,809 | $92,055+1043.7% | $106,213+891.2% | $77,643+1256.0% |
| Participation rate | 98.9% | 81.0%+17.8pp | 75.3%+23.6pp | 70.6%+28.3pp |
| Annual return | 37.12% | 17.91%+19.2pp | 116.14%-79.0pp | 31.24%+5.9pp |
| Employer contribution / active EE | $25,086 | $3,367+645.0% | $3,171+691.0% | $2,726+820.3% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |