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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,320 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,317 |
Service code 27 | Advisory (Plan) | $3,682 |
Filed as: TRANSAMERICA RETIREMENT Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $40 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,087 | $51,197+138.5% | $82,719+47.6% | $66,914+82.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -14.40% | -9.64%-4.8pp | 701.18%-715.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $8,037 | $2,611+207.8% | $3,009+167.1% | $2,544+215.9% |
| Participant deferral / active EE | $14,594 | $3,458+322.0% | $4,395+232.1% | $4,237+244.4% |
| Admin fee / account holder | $197 | $416-52.6% | $5,329-96.3% | $593-66.8% |