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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,968 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,388 | $136,307-33.0% | $177,821-48.6% | $73,488+24.4% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.7%+10.3pp | 70.7%+27.4pp |
| Annual return | 13.13% | 18.68%-5.5pp | 48.32%-35.2pp | 28.51%-15.4pp |
| Employer contribution / active EE | $3,481 | $3,712-6.2% | $5,918-41.2% | $2,270+53.3% |
| Participant deferral / active EE | $4,342 | $5,829-25.5% | $7,714-43.7% | $3,740+16.1% |
| Admin fee / account holder | $31 | $596-94.8% | $12,427-99.7% | $513-93.9% |