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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,233 |
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 | $39,420 | $63,156-37.6% | $122,332-67.8% | $62,292-36.7% |
| Participation rate | 98.5% | 60.0%+38.5pp | 71.6%+26.8pp | 69.5%+29.0pp |
| Annual return | 9.54% | 20.61%-11.1pp | 30.27%-20.7pp | 28.90%-19.4pp |
| Employer contribution / active EE | $1,114 | $1,385-19.6% | $4,050-72.5% | $2,042-45.5% |
| Participant deferral / active EE | $2,197 | $2,321-5.3% | $3,287-33.1% | $3,169-30.7% |
| Admin fee / account holder | $86 | $440-80.3% | $5,478-98.4% | $479-82.0% |