Filed August 24, 2020
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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,399 |
APPALACHIAN HARDWOOD1 year Filed as: APPALACHIAN REGIONAL Service code 10 · EIN 41-0746749 | Accounting | $6,404 |
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 | $59,285 | $67,512-12.2% | $185,823-68.1% | $93,030-36.3% |
| Participation rate | 98.1% | 67.1%+31.0pp | 81.7%+16.4pp | 73.9%+24.2pp |
| Annual return | 21.80% | 21.04%+0.8pp | 122.05%-100.3pp | 158.70%-136.9pp |
| Employer contribution / active EE | $1,848 | $1,783+3.7% | $5,167-64.2% | $2,706-31.7% |
| Participant deferral / active EE | $4,633 | $3,035+52.6% | $5,568-16.8% | $4,562+1.5% |
| Admin fee / account holder | $28 | $318-91.2% | $16,237-99.8% | $152-81.7% |