Filed August 11, 2016
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,776 |
Service code 27 | Advisory (Plan) | $42,396 |
THE RETIREMENT ADVANTAGE INC7 years Service code 13 | Contract Administrator | $19,307 |
THE RETIREMENT ADVANTAGE INC7 years Filed as: THE RETIREMENT ADVANTAGE Service code 49 · EIN 39-1816008 | Other Services | $500 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,749 | $100,923+116.7% | $150,045+45.8% | $74,304+194.4% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.3%+16.0pp | 60.3%+37.9pp |
| Annual return | 15.58% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $13,996 | $3,463+304.1% | $4,693+198.2% | $2,241+524.5% |
| Participant deferral / active EE | $10,358 | $6,709+54.4% | $7,997+29.5% | $3,767+174.9% |
| Admin fee / account holder | $179 | $2,767-93.5% | $13,435-98.7% | $2,969-94.0% |