Filed May 26, 2017 (most recent of 2 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,721 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $9,804 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,438 | $68,408-62.8% | $57,179-55.5% | $57,658-55.9% |
| Participation rate | 75.2% | 79.1%-3.9pp | 75.3%-0.1pp | 70.2%+5.0pp |
| Annual return | 85.14% | 8.51%+76.6pp | 14.59%+70.5pp | 5.13%+80.0pp |
| Employer contribution / active EE | $1,021 | $2,869-64.4% | $2,682-61.9% | $1,974-48.3% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $47 | $70-32.9% | $3,139-98.5% | $95-50.5% |