Filed May 8, 2019
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 8-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 | $18,785 |
Employer contribution per participant 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 | $108,540 | $92,897+16.8% | $90,782+19.6% | $56,287+92.8% |
| Participation rate | 84.2% | 80.7%+3.5pp | 82.7%+1.5pp | 69.9%+14.3pp |
| Annual return | 0.00% | -2.59%+2.6pp | -3.42%+3.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $252 | $3,871-93.5% | $4,105-93.9% | $2,111-88.1% |
| Participant deferral / active EE | $2,415 | $5,551-56.5% | $5,366-55.0% | $3,350-27.9% |
| Admin fee / account holder | $186 | $440-57.8% | $5,908-96.9% | $521-64.3% |