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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,875 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $46,577 |
THE RETIREMENT ADVANTAGE INC3 years Service code 49 · EIN 39-1816008 | Other Services | $11,137 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,490 | $82,202-38.6% | $125,339-59.7% | $64,808-22.1% |
| Participation rate | 99.5% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | -16.72% | 3.48%-20.2pp | 572.05%-588.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,352 | $3,615-62.6% | $4,814-71.9% | $2,506-46.0% |
| Participant deferral / active EE | $3,977 | $7,175-44.6% | $7,446-46.6% | $4,310-7.7% |
| Admin fee / account holder | $182 | $163+11.2% | $10,010-98.2% | $188-3.3% |