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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,727 |
FOREST CAPITAL MANAGEMENT LLC5+ years Service code 27 · EIN 46-5576228 | Advisory (Plan) | $40,839 |
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 | $33,315 | $25,302+31.7% | $74,701-55.4% | $67,579-50.7% |
| Participation rate | 35.6% | 37.8%-2.3pp | 54.5%-18.9pp | 71.3%-35.7pp |
| Annual return | 19.46% | 10291.17%-10271.7pp | 752.92%-733.5pp | 378.56%-359.1pp |
| Employer contribution / active EE | $369 | $446-17.4% | $1,084-66.0% | $2,148-82.8% |
| Participant deferral / active EE | $1,095 | $954+14.8% | $1,964-44.2% | $3,539-69.1% |
| Admin fee / account holder | $256 | $108+138.0% | $3,333-92.3% | $142+80.1% |