Filed January 13, 2017
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 | $44,790 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $35,131 |
MARKLEY ACTUARIAL SERVICES, INC.4+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 49 · EIN 23-2439467 | Other Services | $8,405 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,452 | $88,122-43.9% | $141,162-65.0% | $67,579-26.8% |
| Participation rate | 96.6% | 76.5%+20.2pp | 82.5%+14.2pp | 71.3%+25.4pp |
| Annual return | 4.38% | 75.40%-71.0pp | 71.39%-67.0pp | 378.56%-374.2pp |
| Employer contribution / active EE | $1,848 | $3,224-42.7% | $4,735-61.0% | $2,148-14.0% |
| Participant deferral / active EE | $2,856 | $5,958-52.1% | $6,709-57.4% | $3,539-19.3% |
| Admin fee / account holder | $114 | $131-13.1% | $10,261-98.9% | $142-20.1% |