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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,177 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,617 | $88,515-14.6% | $162,163-53.4% | $67,579+11.9% |
| Participation rate | 97.3% | 86.8%+10.5pp | 87.6%+9.7pp | 71.3%+26.0pp |
| Annual return | 19.30% | 27.04%-7.7pp | 115.59%-96.3pp | 378.56%-359.3pp |
| Employer contribution / active EE | $2,991 | $3,563-16.1% | $5,614-46.7% | $2,148+39.3% |
| Participant deferral / active EE | $4,941 | $5,724-13.7% | $7,298-32.3% | $3,539+39.6% |
| Admin fee / account holder | $131 | $124+5.9% | $10,843-98.8% | $142-7.9% |