Filed September 18, 2018 (most recent of 4 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 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,679 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $20,114 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $512 |
Service code 12 · EIN 13-3689044 | Investment management; Participant co... | $40 |
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 | $118,150 | $51,620+128.9% | $90,281+30.9% | $65,185+81.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 20.51% | 24.94%-4.4pp | 78.10%-57.6pp | 29.38%-8.9pp |
| Employer contribution / active EE | $7,340 | $2,235+228.5% | $2,854+157.1% | $2,177+237.2% |
| Participant deferral / active EE | $10,337 | $2,871+260.1% | $3,885+166.0% | $3,514+194.2% |
| Admin fee / account holder | $232 | $384-39.6% | $5,351-95.7% | $847-72.6% |