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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $212,197 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $50,000 |
REHMANN ROBSON8 years Service code 10 · EIN 38-3635706 | Accounting | $12,742 |
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 | $77,445 | $100,227-22.7% | $169,993-54.4% | $74,419+4.1% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.0%+10.8pp | 70.7%+27.1pp |
| Annual return | 17.81% | 66.08%-48.3pp | 53.37%-35.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,578 | $4,263-39.5% | $6,785-62.0% | $2,637-2.2% |
| Participant deferral / active EE | $7,343 | $7,143+2.8% | $10,408-29.4% | $4,528+62.2% |
| Admin fee / account holder | $189 | $234-19.4% | $12,815-98.5% | $348-45.7% |