Filed September 16, 2019 (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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,520 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $48,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,554 | $160,882+19.7% | $200,582-4.0% | $102,872+87.2% |
| Participation rate | 97.5% | 91.2%+6.3pp | 86.9%+10.6pp | 73.0%+24.4pp |
| Annual return | 19.60% | 18.15%+1.4pp | 42.33%-22.7pp | 19.06%+0.5pp |
| Employer contribution / active EE | $4,405 | $5,602-21.4% | $6,419-31.4% | $3,526+24.9% |
| Participant deferral / active EE | $7,108 | $9,300-23.6% | $9,331-23.8% | $5,535+28.4% |
| Admin fee / account holder | $135 | $125+8.1% | $16,305-99.2% | $292-53.8% |