Filed December 14, 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 |
|---|---|---|
PROEQUITIES INC4+ years Service code 49 · EIN 63-0879387 | Other Services | $31,582 |
THE RETIREMENT ADVANTAGE INC4+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $17,492 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $2,190 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,496 | $47,977+57.4% | $154,107-51.0% | $56,287+34.1% |
| Participation rate | 73.4% | 66.2%+7.2pp | 83.0%-9.6pp | 69.9%+3.5pp |
| Annual return | -4.00% | 3.54%-7.5pp | 735.12%-739.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,226 | $2,169+2.6% | $5,298-58.0% | $2,111+5.4% |
| Participant deferral / active EE | $3,734 | $2,392+56.1% | $5,081-26.5% | $3,350+11.5% |
| Admin fee / account holder | $11 | $438-97.4% | $13,411-99.9% | $521-97.8% |