Filed October 29, 2018
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,728 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $20,916 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,805 | $52,953+1.6% | $172,739-68.9% | $65,185-17.5% |
| Participation rate | 78.5% | 66.2%+12.3pp | 82.6%-4.1pp | 70.2%+8.3pp |
| Annual return | 5.70% | 30.12%-24.4pp | 802.84%-797.1pp | 29.38%-23.7pp |
| Employer contribution / active EE | $1,202 | $2,190-45.1% | $5,143-76.6% | $2,177-44.8% |
| Participant deferral / active EE | $3,167 | $2,471+28.2% | $5,198-39.1% | $3,514-9.9% |
| Admin fee / account holder | $159 | $472-66.4% | $13,954-98.9% | $847-81.3% |