Filed March 2, 2017 (most recent of 5 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 |
|---|---|---|
JJB HILLIARD W L LYONS LLC4+ years Service code 49 · EIN 26-2333067 | Other Services | $6,423 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,866 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,978 | $94,529-2.7% | $140,016-34.3% | $64,186+43.3% |
| Participation rate | 93.6% | 84.1%+9.5pp | 87.5%+6.1pp | 69.6%+24.0pp |
| Annual return | 0.15% | 7.77%-7.6pp | 651.12%-651.0pp | 7.63%-7.5pp |
| Employer contribution / active EE | $3,217 | $3,812-15.6% | $5,606-42.6% | $2,381+35.1% |
| Participant deferral / active EE | $5,059 | $5,250-3.6% | $6,927-27.0% | $3,470+45.8% |
| Admin fee / account holder | $21 | $6,741-99.7% | $10,705-99.8% | $4,888-99.6% |