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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,734 | $100,227+3.5% | $169,993-39.0% | $74,419+39.4% |
| Participation rate | 95.4% | 87.3%+8.1pp | 87.0%+8.4pp | 70.7%+24.7pp |
| Annual return | 16.54% | 66.08%-49.5pp | 53.37%-36.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,792 | $4,263-11.0% | $6,785-44.1% | $2,637+43.8% |
| Participant deferral / active EE | $7,063 | $7,143-1.1% | $10,408-32.1% | $4,528+56.0% |
| Admin fee / account holder | $110 | $234-53.1% | $12,815-99.1% | $348-68.4% |