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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,435 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $42,600 |
THE RETIREMENT ADVANTAGE INC4 years Service code 49 · EIN 39-1816008 | Other Services | $10,320 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,338 | $95,274-43.0% | $135,903-60.0% | $74,419-27.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.45% | 32.77%-19.3pp | 68.23%-54.8pp | 34.38%-20.9pp |
| Employer contribution / active EE | $1,488 | $3,874-61.6% | $4,856-69.4% | $2,637-43.6% |
| Participant deferral / active EE | $4,120 | $7,782-47.1% | $7,758-46.9% | $4,528-9.0% |
| Admin fee / account holder | $190 | $266-28.7% | $10,762-98.2% | $348-45.4% |