Filed December 17, 2018
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,890 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES SERVICE NETWORK INC Service code 49 · EIN 62-1152936 | Other Services | $7,251 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,313 | $56,629-71.2% | $77,999-79.1% | $55,167-70.4% |
| Participation rate | 75.2% | 73.3%+1.9pp | 75.5%-0.3pp | 69.0%+6.2pp |
| Annual return | 10.70% | 2866.98%-2856.3pp | 425.96%-415.3pp | 169.23%-158.5pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,709 | $2,777-38.4% | $3,497-51.1% | $3,054-44.0% |
| Admin fee / account holder | $69 | $467-85.3% | $5,480-98.7% | $504-86.4% |