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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,746 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 | Contract Administrator | $21,574 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $19,978 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $225 |
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 | $34,115 | $56,638-39.8% | $169,368-79.9% | $74,419-54.2% |
| Participation rate | 95.2% | 67.5%+27.7pp | 77.1%+18.1pp | 70.7%+24.5pp |
| Annual return | 23.35% | 24.75%-1.4pp | 405.60%-382.2pp | 34.38%-11.0pp |
| Employer contribution / active EE | $1,498 | $2,027-26.1% | $4,013-62.7% | $2,637-43.2% |
| Participant deferral / active EE | $3,901 | $4,223-7.6% | $6,221-37.3% | $4,528-13.8% |
| Admin fee / account holder | $159 | $307-48.1% | $9,003-98.2% | $348-54.2% |