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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,539 | $86,897+1.9% | $151,611-41.6% | $64,808+36.6% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.5%+8.6pp | 71.5%+24.6pp |
| Annual return | -12.86% | -3.57%-9.3pp | 3.33%-16.2pp | 32.82%-45.7pp |
| Employer contribution / active EE | $3,561 | $4,010-11.2% | $6,166-42.3% | $2,506+42.1% |
| Participant deferral / active EE | $6,503 | $6,690-2.8% | $8,363-22.2% | $4,310+50.9% |
| Admin fee / account holder | $116 | $153-24.3% | $11,616-99.0% | $188-38.3% |