Filed October 18, 2023 (most recent of 2 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,038 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,673 | $98,982-15.5% | $162,163-48.4% | $65,185+28.4% |
| Participation rate | 90.4% | 85.8%+4.6pp | 87.6%+2.8pp | 70.2%+20.2pp |
| Annual return | 21.90% | 24.84%-2.9pp | 115.59%-93.7pp | 29.38%-7.5pp |
| Employer contribution / active EE | $3,367 | $3,467-2.9% | $5,614-40.0% | $2,177+54.7% |
| Participant deferral / active EE | $3,690 | $5,384-31.5% | $7,298-49.4% | $3,514+5.0% |
| Admin fee / account holder | $45 | $596-92.5% | $10,843-99.6% | $847-94.7% |