Filed September 23, 2019
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,083 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,301 | $91,407+25.0% | $135,903-15.9% | $71,457+60.0% |
| Participation rate | 99.4% | 75.7%+23.7pp | 81.9%+17.5pp | 67.9%+31.5pp |
| Annual return | 17.56% | 29.90%-12.3pp | 68.23%-50.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,479 | $3,703-6.1% | $4,856-28.4% | $2,588+34.4% |
| Participant deferral / active EE | $10,109 | $7,092+42.5% | $7,758+30.3% | $4,289+135.7% |
| Admin fee / account holder | $264 | $1,266-79.1% | $10,762-97.5% | $1,587-83.4% |