Filed April 26, 2019
Total covered: 152 employees
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 |
|---|---|---|
HPM PARTNERS1 year Filed as: HPM PARTNERS LLC Service code 27 · EIN 27-1180831 | Advisory (Plan) | $110,833 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,057 |
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 | $57,188 | $44,989+27.1% | $170,442-66.4% | $77,958-26.6% |
| Participation rate | 82.2% | 64.6%+17.6pp | 83.6%-1.4pp | 71.6%+10.5pp |
| Annual return | 17.88% | 19.61%-1.7pp | 205.93%-188.1pp | 20.87%-3.0pp |
| Employer contribution / active EE | $1,098 | $1,466-25.1% | $5,433-79.8% | $2,310-52.5% |
| Participant deferral / active EE | $3,115 | $2,208+41.1% | $4,939-36.9% | $3,537-11.9% |
| Admin fee / account holder | $161 | $69+133.0% | $13,880-98.8% | $97+65.0% |