Filed November 18, 2016
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,248 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $53,678 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,496 | $104,317-48.7% | $159,436-66.4% | $86,799-38.4% |
| Participation rate | 87.8% | 77.7%+10.1pp | 82.8%+5.0pp | 72.3%+15.5pp |
| Annual return | 13.59% | 26.32%-12.7pp | 263.57%-250.0pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,010 | $3,451-70.7% | $4,829-79.1% | $2,405-58.0% |
| Participant deferral / active EE | $3,979 | $6,837-41.8% | $7,352-45.9% | $4,131-3.7% |
| Admin fee / account holder | $248 | $172+44.1% | $10,799-97.7% | $170+46.4% |