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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,285 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $27,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,747 | $61,272-12.3% | $149,673-64.1% | $71,457-24.8% |
| Participation rate | 92.5% | 62.5%+30.0pp | 78.8%+13.8pp | 67.9%+24.6pp |
| Annual return | 14.23% | 35.85%-21.6pp | 134.42%-120.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,353 | $2,378-43.1% | $4,818-71.9% | $2,588-47.7% |
| Participant deferral / active EE | $4,046 | $2,917+38.7% | $5,680-28.8% | $4,289-5.7% |
| Admin fee / account holder | $182 | $1,261-85.6% | $13,210-98.6% | $1,587-88.5% |