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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,955 |
ALEGRIA ASSET MANAGEMENT2 years Service code 13 · EIN 91-0967757 | Contract Administrator | $77,386 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH Service code 16 · EIN 93-0987232 | Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,486 | $67,984+84.6% | $65,493+91.6% | $74,304+68.9% |
| Participation rate | 91.0% | 66.3%+24.7pp | 73.1%+17.9pp | 60.3%+30.7pp |
| Annual return | 13.34% | 19.87%-6.5pp | 982.45%-969.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $5,525 | $2,491+121.8% | $2,574+114.6% | $2,241+146.5% |
| Participant deferral / active EE | $8,434 | $3,346+152.0% | $3,961+112.9% | $3,767+123.9% |
| Admin fee / account holder | $439 | $1,373-68.0% | $5,028-91.3% | $2,969-85.2% |