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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,008 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $62,500 |
REHMANN ROBSON5 years Service code 10 · EIN 38-2775013 | Accounting | $10,500 |
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 | $66,334 | $111,608-40.6% | $177,821-62.7% | $73,409-9.6% |
| Participation rate | 94.5% | 87.9%+6.6pp | 87.7%+6.8pp | 72.2%+22.3pp |
| Annual return | 16.27% | 18.23%-2.0pp | 48.32%-32.0pp | 59.29%-43.0pp |
| Employer contribution / active EE | $2,165 | $3,796-43.0% | $5,918-63.4% | $2,234-3.1% |
| Participant deferral / active EE | $6,196 | $6,199-0.1% | $7,714-19.7% | $3,805+62.8% |
| Admin fee / account holder | $148 | $166-10.3% | $12,427-98.8% | $158-6.0% |