Filed August 30, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $234,814 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $95,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,359 | $155,795-42.0% | $136,294-33.7% | $69,631+29.8% |
| Participation rate | 96.0% | 75.2%+20.7pp | 81.9%+14.0pp | 70.7%+25.3pp |
| Annual return | 17.42% | 232464.33%-232446.9pp | 5155.94%-5138.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $3,546 | $2,991+18.6% | $4,695-24.5% | $2,032+74.5% |
| Participant deferral / active EE | $7,643 | $5,394+41.7% | $6,247+22.3% | $3,224+137.1% |
| Admin fee / account holder | $232 | $128+81.0% | $9,243-97.5% | $110+110.2% |