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 | $66,091 |
Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $28,500 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC RET ADMINISTRATION LLC Service code 49 · EIN 27-4018270 | Other Services | $20,527 |
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 | $80,189 | $95,880-16.4% | $107,525-25.4% | $85,563-6.3% |
| Participation rate | 97.3% | 70.1%+27.1pp | 75.1%+22.2pp | 66.0%+31.3pp |
| Annual return | 21.08% | 68.06%-47.0pp | 181.32%-160.2pp | 31.51%-10.4pp |
| Employer contribution / active EE | $2,445 | $3,812-35.9% | $3,754-34.9% | $2,654-7.9% |
| Participant deferral / active EE | $8,860 | $4,201+110.9% | $5,116+73.2% | $4,375+102.5% |
| Admin fee / account holder | $157 | $1,025-84.7% | $8,919-98.2% | $834-81.2% |