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 |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SVCS Service code 27 · EIN 35-2467665 | Advisory (Plan) | $94,975 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,885 | $45,000+64.2% | $143,757-48.6% | $77,904-5.2% |
| Participation rate | 67.5% | 66.8%+0.7pp | 80.3%-12.8pp | 73.7%-6.1pp |
| Annual return | -14.28% | 29.03%-43.3pp | -0.04%-14.2pp | 12.21%-26.5pp |
| Employer contribution / active EE | $1,268 | $1,870-32.2% | $4,951-74.4% | $2,848-55.5% |
| Participant deferral / active EE | $3,960 | $3,157+25.5% | $5,637-29.7% | $4,806-17.6% |
| Admin fee / account holder | $160 | $98+62.1% | $14,673-98.9% | $133+20.4% |