Filed July 30, 2021
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,054 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $47,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,379 | $56,152+34.2% | $185,823-59.4% | $73,409+2.7% |
| Participation rate | 95.5% | 67.6%+28.0pp | 78.0%+17.5pp | 72.2%+23.4pp |
| Annual return | 14.77% | 17.59%-2.8pp | 35.95%-21.2pp | 59.29%-44.5pp |
| Employer contribution / active EE | $901 | $1,532-41.2% | $4,087-78.0% | $2,234-59.7% |
| Participant deferral / active EE | $5,625 | $3,659+53.7% | $5,632-0.1% | $3,805+47.8% |
| Admin fee / account holder | $227 | $132+72.0% | $9,500-97.6% | $158+43.9% |