Filed December 21, 2015 (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 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,944 |
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 | $127,464 | $50,637+151.7% | $86,590+47.2% | $62,292+104.6% |
| Participation rate | 89.3% | 67.9%+21.5pp | 73.5%+15.8pp | 69.5%+19.8pp |
| Annual return | 17.34% | 20.80%-3.5pp | 964.84%-947.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,692 | $2,075+77.9% | $2,839+30.0% | $2,042+80.8% |
| Participant deferral / active EE | $8,456 | $2,611+223.9% | $3,609+134.3% | $3,169+166.8% |
| Admin fee / account holder | $141 | $413-66.0% | $4,906-97.1% | $479-70.7% |