Filed October 3, 2017 (most recent of 3 filings on file)
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,702 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $24,350 |
Filed as: CBIZ RPS INC Service code 13 · EIN 31-1582098 | Contract Administrator | $12,422 |
Filed as: CBIZ INSURANCE SERVICES INC Service code 13 · EIN 52-0807416 | Contract Administrator | $9,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,372 | $48,471-53.8% | $182,532-87.7% | $67,579-66.9% |
| Participation rate | 96.5% | 67.2%+29.4pp | 78.0%+18.6pp | 71.3%+25.3pp |
| Annual return | 23.75% | 31.08%-7.3pp | 148.54%-124.8pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,278 | $1,461-12.6% | $4,076-68.7% | $2,148-40.5% |
| Participant deferral / active EE | $2,948 | $3,324-11.3% | $5,524-46.6% | $3,539-16.7% |
| Admin fee / account holder | $143 | $151-5.4% | $8,592-98.3% | $142+0.5% |