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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,017 |
FOREST CAPITAL MANAGEMENT LLC6+ years Service code 27 · EIN 46-5576228 | Advisory (Plan) | $41,178 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,130 | $29,369+23.0% | $77,482-53.4% | $73,409-50.8% |
| Participation rate | 38.6% | 37.9%+0.7pp | 54.2%-15.5pp | 72.2%-33.5pp |
| Annual return | 11.63% | 358.15%-346.5pp | 54.79%-43.2pp | 59.29%-47.7pp |
| Employer contribution / active EE | $457 | $406+12.5% | $986-53.7% | $2,234-79.6% |
| Participant deferral / active EE | $975 | $941+3.6% | $1,861-47.6% | $3,805-74.4% |
| Admin fee / account holder | $279 | $123+127.3% | $2,858-90.2% | $158+76.7% |