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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,947 |
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 | $86,523 | $111,608-22.5% | $177,821-51.3% | $73,409+17.9% |
| Participation rate | 96.7% | 87.9%+8.8pp | 87.7%+9.0pp | 72.2%+24.5pp |
| Annual return | 15.67% | 18.23%-2.6pp | 48.32%-32.6pp | 59.29%-43.6pp |
| Employer contribution / active EE | $3,323 | $3,796-12.5% | $5,918-43.9% | $2,234+48.8% |
| Participant deferral / active EE | $5,683 | $6,199-8.3% | $7,714-26.3% | $3,805+49.3% |
| Admin fee / account holder | $116 | $166-29.8% | $12,427-99.1% | $158-26.4% |