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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,015 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,950 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $76,741 | $117,025-34.4% | $91,541-16.2% | $85,563-10.3% |
| Participation rate | 38.3% | 64.2%-25.9pp | 69.8%-31.4pp | 66.0%-27.6pp |
| Annual return | 35.16% | 18.02%+17.1pp | 20.50%+14.7pp | 31.51%+3.6pp |
| Employer contribution / active EE | $967 | $2,120-54.4% | $2,505-61.4% | $2,654-63.6% |
| Participant deferral / active EE | $1,895 | $3,446-45.0% | $4,008-52.7% | $4,375-56.7% |
| Admin fee / account holder | $237 | $1,242-80.9% | $6,956-96.6% | $834-71.5% |