Filed August 26, 2019 (most recent of 3 filings on file)
Total covered: 6 employees
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 | $97,098 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $40,651 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,970 | $100,227-16.2% | $169,993-50.6% | $74,419+12.8% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.0%+11.5pp | 70.7%+27.8pp |
| Annual return | 16.88% | 66.08%-49.2pp | 53.37%-36.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $3,261 | $4,263-23.5% | $6,785-51.9% | $2,637+23.6% |
| Participant deferral / active EE | $5,779 | $7,143-19.1% | $10,408-44.5% | $4,528+27.6% |
| Admin fee / account holder | $247 | $234+5.3% | $12,815-98.1% | $348-29.0% |