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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,895 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,725 | $111,491-12.3% | $189,513-48.4% | $86,799+12.6% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.8%+9.7pp | 72.3%+25.2pp |
| Annual return | 11.28% | 83.50%-72.2pp | 555.15%-543.9pp | 97.91%-86.6pp |
| Employer contribution / active EE | $3,625 | $3,951-8.2% | $6,162-41.2% | $2,405+50.7% |
| Participant deferral / active EE | $6,390 | $6,437-0.7% | $8,221-22.3% | $4,131+54.7% |
| Admin fee / account holder | $113 | $189-40.0% | $12,045-99.1% | $170-33.2% |