Filed September 21, 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,186 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $31,679 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN STRAUSS, INC. Service code 13 · EIN 47-2673099 | Contract Administrator | $7,772 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,841 | $82,978+63.7% | $129,995+4.5% | $71,457+90.1% |
| Participation rate | 98.3% | 74.1%+24.2pp | 78.5%+19.8pp | 67.9%+30.4pp |
| Annual return | 40.78% | 20.60%+20.2pp | -137.18%+178.0pp | 28.85%+11.9pp |
| Employer contribution / active EE | $3,046 | $2,622+16.2% | $4,320-29.5% | $2,588+17.7% |
| Participant deferral / active EE | $5,265 | $4,432+18.8% | $5,820-9.5% | $4,289+22.8% |
| Admin fee / account holder | $294 | $1,729-83.0% | $10,614-97.2% | $1,587-81.5% |