Filed June 14, 2018
Total covered: 9 employees
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 9-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 | $19,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,062 | $122,239+89.0% | $184,203+25.4% | $74,495+210.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.78% | 19.95%-5.2pp | 28.81%-14.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $8,612 | $4,537+89.8% | $6,427+34.0% | $2,623+228.3% |
| Participant deferral / active EE | $10,400 | $7,139+45.7% | $9,131+13.9% | $4,346+139.3% |
| Admin fee / account holder | $112 | $1,260-91.1% | $13,901-99.2% | $1,942-94.2% |