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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,657 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $30,952 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,709 | $55,415+9.6% | $155,509-61.0% | $74,495-18.5% |
| Participation rate | 90.7% | 61.9%+28.8pp | 78.2%+12.5pp | 67.2%+23.5pp |
| Annual return | 15.78% | 268.50%-252.7pp | 64.67%-48.9pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,487 | $2,267-34.4% | $4,672-68.2% | $2,623-43.3% |
| Participant deferral / active EE | $4,268 | $2,836+50.5% | $5,626-24.1% | $4,346-1.8% |
| Admin fee / account holder | $213 | $1,738-87.8% | $15,912-98.7% | $1,942-89.1% |