Filed March 21, 2018
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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC4+ years Service code 49 · EIN 93-0987232 | Other Services | $17,292 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,979 |
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 | $108,070 | $55,449+94.9% | $83,848+28.9% | $56,287+92.0% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | -5.66% | -1.38%-4.3pp | 850.88%-856.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,216 | $2,430+32.3% | $3,631-11.4% | $2,111+52.3% |
| Participant deferral / active EE | $6,728 | $2,935+129.2% | $4,082+64.8% | $3,350+100.8% |
| Admin fee / account holder | $25 | $656-96.1% | $5,478-99.5% | $521-95.1% |