Filed October 22, 2019 (most recent of 2 filings on file)
Total covered: 45 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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,743 |
Filed as: GLOBAL RETIREMENT PARTNE Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,021 |
THE RETIREMENT ADVANTAGE INC8+ years Service code 13 · EIN 39-1816008 | Contract Administrator | $25,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,800 | $65,435+102.9% | $86,677+53.2% | $66,914+98.5% |
| Participation rate | 94.5% | 75.5%+19.1pp | 76.6%+17.9pp | 69.8%+24.7pp |
| Annual return | -17.14% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,174 | $2,153+47.4% | $2,836+11.9% | $2,544+24.8% |
| Participant deferral / active EE | $7,360 | $4,100+79.5% | $4,656+58.1% | $4,237+73.7% |
| Admin fee / account holder | $286 | $642-55.4% | $7,493-96.2% | $593-51.8% |