Filed February 13, 2018 (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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,892 |
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 | $63,058 | $80,005-21.2% | $140,016-55.0% | $55,725+13.2% |
| Participation rate | 97.7% | 87.0%+10.7pp | 87.5%+10.2pp | 70.9%+26.8pp |
| Annual return | -4.14% | 0.46%-4.6pp | 651.12%-655.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,861 | $3,403-15.9% | $5,606-49.0% | $2,078+37.7% |
| Participant deferral / active EE | $4,636 | $5,264-11.9% | $6,927-33.1% | $3,356+38.2% |
| Admin fee / account holder | $128 | $116+10.2% | $10,705-98.8% | $115+10.7% |