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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,176 | $112,686+10.2% | $169,993-27.0% | $80,160+54.9% |
| Participation rate | 98.7% | 87.4%+11.3pp | 87.0%+11.7pp | 72.9%+25.8pp |
| Annual return | 17.07% | 67.04%-50.0pp | 53.37%-36.3pp | 40.38%-23.3pp |
| Employer contribution / active EE | $5,489 | $4,481+22.5% | $6,785-19.1% | $2,978+84.3% |
| Participant deferral / active EE | $10,370 | $7,876+31.7% | $10,408-0.4% | $5,017+106.7% |
| Admin fee / account holder | $85 | $99-14.7% | $12,815-99.3% | $145-41.7% |