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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,477 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $48,365 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,012 | $112,686+29.6% | $169,993-14.1% | $80,160+82.2% |
| Participation rate | 97.6% | 87.4%+10.2pp | 87.0%+10.6pp | 72.9%+24.7pp |
| Annual return | 16.38% | 67.04%-50.7pp | 53.37%-37.0pp | 40.38%-24.0pp |
| Employer contribution / active EE | $4,088 | $4,481-8.8% | $6,785-39.8% | $2,978+37.3% |
| Participant deferral / active EE | $6,327 | $7,876-19.7% | $10,408-39.2% | $5,017+26.1% |
| Admin fee / account holder | $115 | $99+15.8% | $12,815-99.1% | $145-20.8% |