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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,883 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $19,603 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $14,477 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,239 | $49,915+36.7% | $154,803-55.9% | $74,304-8.2% |
| Participation rate | 88.1% | 54.0%+34.2pp | 78.1%+10.1pp | 60.3%+27.8pp |
| Annual return | 12.10% | 34.06%-22.0pp | 58.88%-46.8pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,469 | $1,611-8.8% | $4,305-65.9% | $2,241-34.5% |
| Participant deferral / active EE | $4,335 | $2,255+92.3% | $5,540-21.8% | $3,767+15.1% |
| Admin fee / account holder | $237 | $2,189-89.2% | $14,329-98.3% | $2,969-92.0% |