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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,957 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,148 | $122,693-24.9% | $184,203-50.0% | $199,593-53.8% |
| Participation rate | 95.4% | 86.8%+8.6pp | 86.8%+8.6pp | 72.0%+23.4pp |
| Annual return | 15.76% | 143.91%-128.2pp | 28.81%-13.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $3,190 | $4,584-30.4% | $6,427-50.4% | $3,034+5.1% |
| Participant deferral / active EE | $5,855 | $7,990-26.7% | $9,131-35.9% | $5,087+15.1% |
| Admin fee / account holder | $66 | $121-45.3% | $13,901-99.5% | $269-75.5% |