Filed February 1, 2022 (most recent of 4 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $204,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,196 | $88,515+18.8% | $162,163-35.1% | $67,579+55.7% |
| Participation rate | 98.8% | 86.8%+12.0pp | 87.6%+11.3pp | 71.3%+27.5pp |
| Annual return | 23.40% | 27.04%-3.6pp | 115.59%-92.2pp | 378.56%-355.2pp |
| Employer contribution / active EE | $4,339 | $3,563+21.8% | $5,614-22.7% | $2,148+102.0% |
| Participant deferral / active EE | $7,738 | $5,724+35.2% | $7,298+6.0% | $3,539+118.6% |
| Admin fee / account holder | $162 | $124+31.3% | $10,843-98.5% | $142+14.1% |