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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,356 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 16 · EIN 93-0987232 | Consulting | $26,955 |
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 | $79,725 | $60,795+31.1% | $69,455+14.8% | $65,185+22.3% |
| Participation rate | 99.3% | 74.9%+24.5pp | 74.6%+24.7pp | 70.2%+29.1pp |
| Annual return | 14.19% | 17.46%-3.3pp | 28.97%-14.8pp | 29.38%-15.2pp |
| Employer contribution / active EE | $7,791 | $2,452+217.7% | $2,779+180.4% | $2,177+257.9% |
| Participant deferral / active EE | $8,570 | $3,162+171.0% | $3,535+142.4% | $3,514+143.9% |
| Admin fee / account holder | $296 | $314-5.8% | $3,839-92.3% | $847-65.1% |