Filed November 18, 2016 (most recent of 2 filings on file)
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 | $172,469 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $50,000 |
REHMANN ROBSON4 years Service code 10 · EIN 38-2775013 | Accounting | $10,250 |
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 | $56,976 | $88,515-35.6% | $162,163-64.9% | $67,579-15.7% |
| Participation rate | 94.8% | 86.8%+8.0pp | 87.6%+7.2pp | 71.3%+23.5pp |
| Annual return | 23.24% | 27.04%-3.8pp | 115.59%-92.4pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,755 | $3,563-50.7% | $5,614-68.7% | $2,148-18.3% |
| Participant deferral / active EE | $5,210 | $5,724-9.0% | $7,298-28.6% | $3,539+47.2% |
| Admin fee / account holder | $147 | $124+19.0% | $10,843-98.6% | $142+3.4% |