Filed October 30, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $23,266 |
Filed as: GATE CITY ADVISORS LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RET ADMINISTRATION LLC Service code 13 · EIN 27-4018270 | Contract Administrator | $7,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,719 | $91,517-5.2% | $101,248-14.3% | $73,409+18.1% |
| Participation rate | 69.7% | 73.8%-4.1pp | 75.8%-6.2pp | 72.2%-2.5pp |
| Annual return | 20.47% | 17.17%+3.3pp | 46.47%-26.0pp | 59.29%-38.8pp |
| Employer contribution / active EE | $1,743 | $2,877-39.4% | $3,660-52.4% | $2,234-22.0% |
| Participant deferral / active EE | $5,841 | $3,338+75.0% | $4,370+33.7% | $3,805+53.5% |
| Admin fee / account holder | $168 | $216-22.4% | $5,945-97.2% | $158+6.1% |