Filed August 17, 2017
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,512 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818867 | Advisory (Plan) | $21,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,657 | $85,635-29.2% | $123,892-51.0% | $63,975-5.2% |
| Participation rate | 89.6% | 74.9%+14.7pp | 81.4%+8.2pp | 71.1%+18.5pp |
| Annual return | 12.68% | 15.74%-3.1pp | 47.52%-34.8pp | 48.65%-36.0pp |
| Employer contribution / active EE | $2 | $3,076-99.9% | $4,617-100.0% | $2,182-99.9% |
| Participant deferral / active EE | $8,459 | $5,667+49.3% | $5,984+41.3% | $3,356+152.0% |
| Admin fee / account holder | $43 | $75-42.1% | $8,357-99.5% | $70-38.5% |