Filed April 26, 2019
Total covered: 152 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,074 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $94,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,753 | $57,610+95.7% | $154,803-27.2% | $102,872+9.6% |
| Participation rate | 66.8% | 59.5%+7.3pp | 78.1%-11.3pp | 73.0%-6.3pp |
| Annual return | 18.02% | 30.49%-12.5pp | 58.88%-40.9pp | 19.06%-1.0pp |
| Employer contribution / active EE | $1,539 | $1,883-18.3% | $4,305-64.2% | $3,526-56.4% |
| Participant deferral / active EE | $4,509 | $2,914+54.7% | $5,540-18.6% | $5,535-18.5% |
| Admin fee / account holder | $170 | $368-53.8% | $14,329-98.8% | $292-41.9% |