Filed October 3, 2017 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,263 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $38,609 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 | Contract Administrator | $33,810 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $300 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,126 | $62,624-34.3% | $177,989-76.9% | $77,643-47.0% |
| Participation rate | 96.4% | 66.8%+29.6pp | 77.1%+19.3pp | 70.6%+25.8pp |
| Annual return | 14.96% | 16.16%-1.2pp | 294.48%-279.5pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,725 | $1,909-9.6% | $3,949-56.3% | $2,726-36.7% |
| Participant deferral / active EE | $4,118 | $4,219-2.4% | $6,276-34.4% | $4,647-11.4% |
| Admin fee / account holder | $205 | $386-46.8% | $10,363-98.0% | $430-52.3% |