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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,462 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $52,661 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,755 | $129,021-21.9% | $184,203-45.3% | $77,643+29.8% |
| Participation rate | 98.5% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 14.50% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,381 | $4,413-23.4% | $6,427-47.4% | $2,726+24.0% |
| Participant deferral / active EE | $6,125 | $7,297-16.1% | $9,131-32.9% | $4,647+31.8% |
| Admin fee / account holder | $271 | $254+6.7% | $13,901-98.1% | $430-37.0% |