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 PARTNERS2 years Filed as: HPM PARTNERS LLC Service code 27 · EIN 27-1180831 | Advisory (Plan) | $94,975 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,506 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,787 | $45,382+22.9% | $154,107-63.8% | $75,289-25.9% |
| Participation rate | 78.1% | 65.9%+12.2pp | 83.0%-4.9pp | 72.4%+5.7pp |
| Annual return | -3.99% | -0.47%-3.5pp | 735.12%-739.1pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,148 | $1,533-25.1% | $5,298-78.3% | $2,405-52.3% |
| Participant deferral / active EE | $3,186 | $2,384+33.6% | $5,081-37.3% | $3,739-14.8% |
| Admin fee / account holder | $158 | $89+76.7% | $13,411-98.8% | $102+54.3% |