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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,973 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $30,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,046 | $65,061-13.9% | $143,757-61.0% | $66,914-16.2% |
| Participation rate | 83.1% | 65.2%+17.9pp | 80.3%+2.8pp | 69.8%+13.3pp |
| Annual return | -11.39% | -11.14%-0.3pp | -0.04%-11.3pp | 1.58%-13.0pp |
| Employer contribution / active EE | $1,469 | $2,361-37.8% | $4,951-70.3% | $2,544-42.3% |
| Participant deferral / active EE | $4,215 | $2,919+44.4% | $5,637-25.2% | $4,237-0.5% |
| Admin fee / account holder | $281 | $502-44.1% | $14,673-98.1% | $593-52.7% |