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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,100 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 27 · EIN 11-3600438 | Advisory (Plan) | $24,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,701 | $61,156+10.7% | $185,823-63.6% | $79,386-14.7% |
| Participation rate | 81.9% | 66.6%+15.2pp | 81.7%+0.2pp | 70.7%+11.2pp |
| Annual return | 29.48% | 19.45%+10.0pp | 122.05%-92.6pp | 116.85%-87.4pp |
| Employer contribution / active EE | $1,190 | $2,321-48.7% | $5,167-77.0% | $2,427-51.0% |
| Participant deferral / active EE | $3,572 | $2,789+28.1% | $5,568-35.8% | $4,046-11.7% |
| Admin fee / account holder | $185 | $710-73.9% | $16,237-98.9% | $626-70.4% |