Filed January 13, 2022 (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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,556 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $8,648 |
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 | $105,361 | $43,423+142.6% | $78,689+33.9% | $55,167+91.0% |
| Participation rate | 97.6% | 68.0%+29.5pp | 73.6%+24.0pp | 69.0%+28.6pp |
| Annual return | 8.00% | 11.53%-3.5pp | 62.18%-54.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,798 | $1,997+40.1% | $2,851-1.9% | $1,963+42.6% |
| Participant deferral / active EE | $8,821 | $2,509+251.6% | $3,517+150.8% | $3,054+188.8% |
| Admin fee / account holder | $97 | $416-76.7% | $4,510-97.9% | $504-80.8% |