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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,187 |
CERITY PARTNERS2 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $94,967 |
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 | $99,072 | $53,136+86.5% | $155,509-36.3% | $199,593-50.4% |
| Participation rate | 64.8% | 64.1%+0.7pp | 78.2%-13.4pp | 72.0%-7.2pp |
| Annual return | 13.81% | 41.15%-27.3pp | 64.67%-50.9pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,401 | $1,851-24.3% | $4,672-70.0% | $3,034-53.8% |
| Participant deferral / active EE | $4,154 | $3,161+31.4% | $5,626-26.2% | $5,087-18.3% |
| Admin fee / account holder | $165 | $185-11.2% | $15,912-99.0% | $269-38.7% |