Filed May 19, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,335 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,722 | $66,457+12.4% | $81,382-8.2% | $77,643-3.8% |
| Participation rate | 34.3% | 68.7%-34.5pp | 69.5%-35.2pp | 70.6%-36.3pp |
| Annual return | 13.92% | 15.93%-2.0pp | 24.73%-10.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $895 | $2,159-58.5% | $2,463-63.7% | $2,726-67.2% |
| Participant deferral / active EE | $1,887 | $3,679-48.7% | $3,883-51.4% | $4,647-59.4% |
| Admin fee / account holder | $274 | $583-53.0% | $5,768-95.3% | $430-36.4% |