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 INC5+ years Service code 49 · EIN 63-0879387 | Other Services | $30,550 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $17,041 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $2,063 |
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 | $93,592 | $52,953+76.7% | $172,739-45.8% | $65,185+43.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 82.6%-7.6pp | 70.2%+4.8pp |
| Annual return | 22.80% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,365 | $2,190+8.0% | $5,143-54.0% | $2,177+8.7% |
| Participant deferral / active EE | $3,643 | $2,471+47.4% | $5,198-29.9% | $3,514+3.7% |
| Admin fee / account holder | $11 | $472-97.8% | $13,954-99.9% | $847-98.8% |