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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,323 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RET SVCS Service code 27 · EIN 35-2467665 | Advisory (Plan) | $94,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,110 | $56,095+41.0% | $178,490-55.7% | $90,288-12.4% |
| Participation rate | 73.4% | 65.6%+7.8pp | 81.9%-8.5pp | 73.4%0pp |
| Annual return | 15.59% | 28.81%-13.2pp | 151.07%-135.5pp | 53.97%-38.4pp |
| Employer contribution / active EE | $434 | $1,572-72.4% | $5,011-91.3% | $2,524-82.8% |
| Participant deferral / active EE | $3,385 | $2,669+26.8% | $5,202-34.9% | $4,232-20.0% |
| Admin fee / account holder | $169 | $101+68.3% | $13,984-98.8% | $114+48.5% |