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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $154,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,436 | $122,693+14.5% | $184,203-23.8% | $199,593-29.6% |
| Participation rate | 99.1% | 86.8%+12.3pp | 86.8%+12.3pp | 72.0%+27.1pp |
| Annual return | 15.27% | 143.91%-128.6pp | 28.81%-13.5pp | 34.25%-19.0pp |
| Employer contribution / active EE | $5,254 | $4,584+14.6% | $6,427-18.3% | $3,034+73.1% |
| Participant deferral / active EE | $10,175 | $7,990+27.3% | $9,131+11.4% | $5,087+100.0% |
| Admin fee / account holder | $99 | $121-17.9% | $13,901-99.3% | $269-63.2% |