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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,552 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 | Contract Administrator | $25,241 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $25,198 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,607 | $50,458-43.3% | $159,960-82.1% | $64,808-55.9% |
| Participation rate | 97.8% | 68.0%+29.8pp | 78.0%+19.8pp | 71.5%+26.3pp |
| Annual return | -16.75% | -13.42%-3.3pp | 408.60%-425.4pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,611 | $1,722-6.5% | $4,226-61.9% | $2,506-35.7% |
| Participant deferral / active EE | $3,890 | $4,004-2.8% | $6,182-37.1% | $4,310-9.8% |
| Admin fee / account holder | $152 | $706-78.5% | $8,698-98.3% | $188-19.1% |