Filed June 14, 2018
Total covered: 9 employees
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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,274 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,496 | $102,553+64.3% | $151,611+11.1% | $66,914+151.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.25% | -10.82%-6.4pp | 3.33%-20.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $6,861 | $4,180+64.1% | $6,166+11.3% | $2,544+169.7% |
| Participant deferral / active EE | $8,325 | $6,641+25.4% | $8,363-0.5% | $4,237+96.5% |
| Admin fee / account holder | $93 | $630-85.2% | $11,616-99.2% | $593-84.3% |