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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,600 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $44,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,651 | $95,918+36.2% | $151,611-13.8% | $77,904+67.7% |
| Participation rate | 97.8% | 88.7%+9.1pp | 87.5%+10.3pp | 73.7%+24.1pp |
| Annual return | -16.37% | -5.50%-10.9pp | 3.33%-19.7pp | 12.21%-28.6pp |
| Employer contribution / active EE | $4,068 | $4,330-6.1% | $6,166-34.0% | $2,848+42.8% |
| Participant deferral / active EE | $6,253 | $7,508-16.7% | $8,363-25.2% | $4,806+30.1% |
| Admin fee / account holder | $119 | $93+27.2% | $11,616-99.0% | $133-10.5% |