Filed September 23, 2019
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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.
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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 | $68,384 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,972 | $101,317+41.1% | $146,958-2.7% | $74,495+91.9% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 14.74% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $4,128 | $3,810+8.3% | $4,933-16.3% | $2,623+57.4% |
| Participant deferral / active EE | $12,203 | $7,303+67.1% | $8,070+51.2% | $4,346+180.8% |
| Admin fee / account holder | $347 | $1,739-80.0% | $12,998-97.3% | $1,942-82.1% |