Filed August 4, 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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $176,001 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $86,342 |
METZ & ASSOCIATES PLLC2 years Filed as: METZ & ASSOCIATES, PLLC Service code 10 · EIN 46-4558541 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,621 | $103,024-30.5% | $112,040-36.1% | $79,634-10.1% |
| Participation rate | 98.6% | 80.6%+18.1pp | 76.5%+22.1pp | 62.5%+36.1pp |
| Annual return | 20.57% | 17.60%+3.0pp | 24.52%-3.9pp | 36.46%-15.9pp |
| Employer contribution / active EE | $3,682 | $3,015+22.1% | $2,954+24.7% | $2,529+45.6% |
| Participant deferral / active EE | $5,221 | $5,233-0.2% | $5,098+2.4% | $3,835+36.2% |
| Admin fee / account holder | $174 | $465-62.6% | $12,098-98.6% | $1,002-82.6% |