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 | $54,100 |
Filed as: GLOBAL RETIREMENT Service code 26 · EIN 35-2552359 | Advisory (Participants) | $28,500 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC RET ADMINISTRATION LLC Service code 49 · EIN 27-4018270 | Other Services | $17,643 |
Filed as: WELLTH ADVISORY Service code 27 · EIN 99-2539506 | Advisory (Plan) | $9,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,849 | $82,917-25.4% | $103,333-40.1% | $77,643-20.3% |
| Participation rate | 97.1% | 71.6%+25.6pp | 74.5%+22.6pp | 70.6%+26.5pp |
| Annual return | 16.24% | 19.13%-2.9pp | 24.88%-8.6pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,835 | $3,552-48.3% | $3,868-52.6% | $2,726-32.7% |
| Participant deferral / active EE | $7,607 | $4,108+85.2% | $5,057+50.4% | $4,647+63.7% |
| Admin fee / account holder | $147 | $638-77.0% | $8,355-98.2% | $430-65.9% |