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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $202,410 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $50,000 |
REHMANN ROBSON7 years Service code 10 · EIN 38-3635706 | Accounting | $7,944 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,267 | $86,897-27.2% | $151,611-58.3% | $64,808-2.4% |
| Participation rate | 94.2% | 87.3%+6.9pp | 87.5%+6.7pp | 71.5%+22.7pp |
| Annual return | -16.06% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,127 | $4,010-47.0% | $6,166-65.5% | $2,506-15.1% |
| Participant deferral / active EE | $6,843 | $6,690+2.3% | $8,363-18.2% | $4,310+58.8% |
| Admin fee / account holder | $169 | $153+10.6% | $11,616-98.5% | $188-10.0% |