Filed May 10, 2017
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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $663,150 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $11,288 |
DOLINKA VANNOORD & COMPA1 year Service code 10 · EIN 26-4789150 | Accounting | $7,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,031 | $117,739-52.4% | $82,389-32.0% | $117,739-52.4% |
| Participation rate | 88.6% | 76.6%+12.0pp | 69.5%+19.1pp | 76.6%+12.0pp |
| Annual return | 15.01% | 17.29%-2.3pp | 28.67%-13.7pp | 17.29%-2.3pp |
| Employer contribution / active EE | $1,228 | $3,746-67.2% | $2,517-51.2% | $3,746-67.2% |
| Participant deferral / active EE | $5,441 | $6,128-11.2% | $4,155+31.0% | $6,128-11.2% |
| Admin fee / account holder | $115 | $112+3.2% | $7,231-98.4% | $112+3.2% |