Filed January 8, 2021 (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 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,031 |
Annual investment return 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 | $62,592 | $54,045+15.8% | $115,157-45.6% | $65,185-4.0% |
| Participation rate | 95.1% | 63.5%+31.5pp | 75.9%+19.2pp | 70.2%+24.9pp |
| Annual return | 7.48% | 26.55%-19.1pp | 35.60%-28.1pp | 29.38%-21.9pp |
| Employer contribution / active EE | $778 | $1,653-52.9% | $3,179-75.5% | $2,177-64.2% |
| Participant deferral / active EE | $1,734 | $2,504-30.8% | $4,168-58.4% | $3,514-50.7% |
| Admin fee / account holder | $6 | $626-99.0% | $7,088-99.9% | $847-99.2% |