Filed February 13, 2018 (most recent of 2 filings on file)
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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 | $94,963 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,579 | $81,537-20.8% | $149,718-56.9% | $69,631-7.3% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.1%+10.3pp | 70.7%+26.7pp |
| Annual return | 14.86% | 22.79%-7.9pp | 1501.63%-1486.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,640 | $3,239-18.5% | $5,445-51.5% | $2,032+29.9% |
| Participant deferral / active EE | $4,189 | $4,994-16.1% | $6,569-36.2% | $3,224+30.0% |
| Admin fee / account holder | $127 | $107+18.6% | $11,283-98.9% | $110+14.8% |