Filed November 20, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,063 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $31,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,916 | $65,908+34.9% | $81,812+8.7% | $77,643+14.5% |
| Participation rate | 96.2% | 65.8%+30.4pp | 72.3%+23.9pp | 70.6%+25.7pp |
| Annual return | 18.02% | 26.64%-8.6pp | 773.79%-755.8pp | 31.24%-13.2pp |
| Employer contribution / active EE | $3,546 | $2,370+49.6% | $2,912+21.8% | $2,726+30.1% |
| Participant deferral / active EE | $11,332 | $3,505+223.3% | $4,319+162.4% | $4,647+143.8% |
| Admin fee / account holder | $127 | $526-75.9% | $7,386-98.3% | $430-70.6% |