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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,009 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $48,467 |
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 | $163,084 | $122,693+32.9% | $184,203-11.5% | $199,593-18.3% |
| Participation rate | 97.6% | 86.8%+10.8pp | 86.8%+10.8pp | 72.0%+25.6pp |
| Annual return | 13.29% | 143.91%-130.6pp | 28.81%-15.5pp | 34.25%-21.0pp |
| Employer contribution / active EE | $4,376 | $4,584-4.5% | $6,427-31.9% | $3,034+44.2% |
| Participant deferral / active EE | $6,819 | $7,990-14.7% | $9,131-25.3% | $5,087+34.1% |
| Admin fee / account holder | $124 | $121+3.0% | $13,901-99.1% | $269-53.8% |