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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,476 |
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 | $197,669 | $130,194+51.8% | $169,993+16.3% | $71,457+176.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.32% | 20.37%-3.0pp | 53.37%-36.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $7,884 | $4,381+79.9% | $6,785+16.2% | $2,588+204.7% |
| Participant deferral / active EE | $9,295 | $6,923+34.3% | $10,408-10.7% | $4,289+116.7% |
| Admin fee / account holder | $91 | $966-90.5% | $12,815-99.3% | $1,587-94.2% |