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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $208,934 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $80,833 |
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 | $86,428 | $75,388+14.6% | $123,544-30.0% | $55,725+55.1% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.3%+14.5pp | 70.9%+25.9pp |
| Annual return | -4.50% | 4.48%-9.0pp | 119.20%-123.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,319 | $3,063+8.3% | $4,628-28.3% | $2,078+59.7% |
| Participant deferral / active EE | $7,697 | $5,651+36.2% | $6,426+19.8% | $3,356+129.4% |
| Admin fee / account holder | $209 | $120+74.3% | $9,284-97.8% | $115+81.2% |