Filed July 23, 2018
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 |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS ADVI Service code 27 · EIN 11-3600438 | Advisory (Plan) | $57,011 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 49 · EIN 04-2530412 | Other Services | $15,276 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,428 | $68,408+39.5% | $57,179+66.9% | $57,658+65.5% |
| Participation rate | 28.2% | 79.1%-51.0pp | 75.3%-47.2pp | 70.2%-42.1pp |
| Annual return | 6.21% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,346 | $2,869-53.1% | $2,682-49.8% | $1,974-31.8% |
| Participant deferral / active EE | $1,411 | $2,903-51.4% | $3,096-54.4% | $3,061-53.9% |
| Admin fee / account holder | $136 | $70+95.2% | $3,139-95.7% | $95+43.8% |