Filed January 26, 2018
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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,549 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,590 | $38,969-13.8% | $109,313-69.3% | $55,167-39.1% |
| Participation rate | 97.1% | 58.2%+38.8pp | 71.3%+25.8pp | 69.0%+28.1pp |
| Annual return | -1.20% | 8.26%-9.5pp | 22.07%-23.3pp | 169.23%-170.4pp |
| Employer contribution / active EE | $1,118 | $1,227-8.8% | $3,892-71.3% | $1,963-43.0% |
| Participant deferral / active EE | $2,291 | $2,176+5.3% | $3,166-27.6% | $3,054-25.0% |
| Admin fee / account holder | $64 | $501-87.2% | $5,666-98.9% | $504-87.3% |