Filed October 21, 2016
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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,593 |
NEXT CAPITAL MANAGEMENT LLC3+ years Service code 26 · EIN 13-4044755 | Advisory (Participants) | $26,513 |
THE MANDMARBLESTONE GROUP LLC3+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $5,277 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,195 | $57,610+101.7% | $154,803-24.9% | $102,872+13.0% |
| Participation rate | 88.5% | 59.5%+29.0pp | 78.1%+10.4pp | 73.0%+15.5pp |
| Annual return | 14.88% | 30.49%-15.6pp | 58.88%-44.0pp | 19.06%-4.2pp |
| Employer contribution / active EE | $4,908 | $1,883+160.6% | $4,305+14.0% | $3,526+39.2% |
| Participant deferral / active EE | $4,879 | $2,914+67.4% | $5,540-11.9% | $5,535-11.9% |
| Admin fee / account holder | $45 | $368-87.6% | $14,329-99.7% | $292-84.4% |