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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,764 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $21,944 |
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 | $57,123 | $58,879-3.0% | $178,490-68.0% | $73,488-22.3% |
| Participation rate | 75.3% | 66.2%+9.1pp | 81.9%-6.6pp | 70.7%+4.7pp |
| Annual return | 4.56% | 24.86%-20.3pp | 151.07%-146.5pp | 28.51%-24.0pp |
| Employer contribution / active EE | $1,187 | $2,236-46.9% | $5,011-76.3% | $2,270-47.7% |
| Participant deferral / active EE | $3,297 | $2,567+28.4% | $5,202-36.6% | $3,740-11.8% |
| Admin fee / account holder | $165 | $400-58.9% | $13,984-98.8% | $513-67.9% |