Filed November 18, 2019
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 |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $29,630 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,110 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,914 | $62,928-42.9% | $172,739-79.2% | $67,579-46.9% |
| Participation rate | 73.9% | 64.5%+9.4pp | 82.6%-8.8pp | 71.3%+2.6pp |
| Annual return | 4.72% | 30.36%-25.6pp | 802.84%-798.1pp | 378.56%-373.8pp |
| Employer contribution / active EE | $857 | $1,636-47.6% | $5,143-83.3% | $2,148-60.1% |
| Participant deferral / active EE | $2,221 | $2,145+3.5% | $5,198-57.3% | $3,539-37.3% |
| Admin fee / account holder | $38 | $167-77.2% | $13,954-99.7% | $142-73.3% |