Filed June 4, 2020 (most recent of 3 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 | $59,228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,561 | $86,897+23.8% | $151,611-29.1% | $64,808+66.0% |
| Participation rate | 98.6% | 87.3%+11.4pp | 87.5%+11.1pp | 71.5%+27.2pp |
| Annual return | -14.98% | -3.57%-11.4pp | 3.33%-18.3pp | 32.82%-47.8pp |
| Employer contribution / active EE | $4,159 | $4,010+3.7% | $6,166-32.6% | $2,506+66.0% |
| Participant deferral / active EE | $6,296 | $6,690-5.9% | $8,363-24.7% | $4,310+46.1% |
| Admin fee / account holder | $164 | $153+6.9% | $11,616-98.6% | $188-12.9% |