Filed May 1, 2017
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,146 |
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $19,798 |
Filed as: LATTIMORE BLACK MORGAN & Service code 10 · EIN 62-1199757 | Accounting | $12,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,673 | $155,795-40.5% | $136,294-32.0% | $69,631+33.1% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 70.7%+27.0pp |
| Annual return | 18.41% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,183 | $2,991-60.5% | $4,695-74.8% | $2,032-41.8% |
| Participant deferral / active EE | $7,783 | $5,394+44.3% | $6,247+24.6% | $3,224+141.4% |
| Admin fee / account holder | $325 | $128+153.5% | $9,243-96.5% | $110+194.3% |