Filed December 1, 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 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,766 |
FOREST CAPITAL MANAGEMENT LLC4+ years Service code 27 · EIN 46-5576228 | Advisory (Plan) | $39,120 |
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 | $28,158 | $23,224+21.2% | $71,086-60.4% | $55,725-49.5% |
| Participation rate | 36.3% | 37.9%-1.6pp | 54.7%-18.4pp | 70.9%-34.6pp |
| Annual return | -7.26% | -2.87%-4.4pp | 650.59%-657.8pp | 244.93%-252.2pp |
| Employer contribution / active EE | $353 | $436-19.1% | $1,088-67.6% | $2,078-83.0% |
| Participant deferral / active EE | $1,054 | $929+13.4% | $1,874-43.8% | $3,356-68.6% |
| Admin fee / account holder | $247 | $118+109.3% | $3,082-92.0% | $115+114.3% |