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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,516 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,518 |
Service code 27 | Advisory (Plan) | $2,482 |
Filed as: TRANSAMERICA RETIREMENT Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,883 | $58,264+121.2% | $86,612+48.8% | $71,457+80.4% |
| Participation rate | 66.4% | 65.0%+1.4pp | 71.7%-5.3pp | 67.9%-1.5pp |
| Annual return | 14.10% | 21.63%-7.5pp | 591.07%-577.0pp | 28.85%-14.7pp |
| Employer contribution / active EE | $4,177 | $2,574+62.3% | $3,022+38.2% | $2,588+61.4% |
| Participant deferral / active EE | $7,234 | $3,436+110.5% | $4,438+63.0% | $4,289+68.7% |
| Admin fee / account holder | $209 | $1,057-80.2% | $5,614-96.3% | $1,587-86.8% |