Filed November 14, 2019
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $304,240 |
SMITHBUCKLIN6 years Service code 49 · EIN 41-2078828 | Other Services | $130,440 |
Filed as: INVESTMENT CONSULTANTS Service code 49 · EIN 36-3803240 | Other Services | $50,000 |
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 | $196,691 | $104,317+88.6% | $159,436+23.4% | $86,799+126.6% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.8%+14.6pp | 72.3%+25.2pp |
| Annual return | 13.41% | 26.32%-12.9pp | 263.57%-250.2pp | 97.91%-84.5pp |
| Employer contribution / active EE | $4,158 | $3,451+20.5% | $4,829-13.9% | $2,405+72.9% |
| Participant deferral / active EE | $8,331 | $6,837+21.8% | $7,352+13.3% | $4,131+101.7% |
| Admin fee / account holder | $293 | $172+70.1% | $10,799-97.3% | $170+72.8% |