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 INC5+ years Service code 49 · EIN 93-0987232 | Other Services | $15,627 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,214 |
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 | $139,405 | $63,114+120.9% | $92,893+50.1% | $65,185+113.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 22.47% | 28.75%-6.3pp | 109.41%-86.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,986 | $2,571+16.2% | $3,653-18.2% | $2,177+37.2% |
| Participant deferral / active EE | $6,786 | $3,108+118.3% | $4,236+60.2% | $3,514+93.1% |
| Admin fee / account holder | $29 | $624-95.3% | $5,794-99.5% | $847-96.5% |