Filed October 2, 2018 (most recent of 2 filings on file)
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 | $35,098 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 26 · EIN 93-0987232 | Advisory (Participants) | $10,379 |
BBM FINANCIAL SERVICES, INC1+ years Filed as: BBM FINANCIAL SERVICES INC Service code 13 · EIN 91-0967757 | Contract Administrator | $8,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,488 | $55,002+13.6% | $59,878+4.4% | $56,287+11.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 0.00% | 1.13%-1.1pp | 3.46%-3.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $7,023 | $2,448+186.9% | $2,722+158.1% | $2,111+232.7% |
| Participant deferral / active EE | $8,224 | $3,121+163.5% | $3,402+141.7% | $3,350+145.5% |
| Admin fee / account holder | $232 | $236-1.7% | $3,590-93.5% | $521-55.5% |