Filed April 18, 2018
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,416 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 4800 DEER LAKE DRIVE E · JACKSONVILLE, FL 322466484 | Other Services | $41,087 |
Service code 49 · EIN 13-5674085 4800 DEER LAKE DRIVE · JACKSONVILLE, FL 322466484 | Other Services | $6,574 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,670 | $65,118-46.8% | $76,768-54.8% | $55,725-37.8% |
| Participation rate | 97.2% | 79.6%+17.6pp | 77.0%+20.2pp | 70.9%+26.3pp |
| Annual return | -5.01% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,105 | $3,688+11.3% | $3,852+6.6% | $3,356+22.3% |
| Admin fee / account holder | $111 | $116-4.1% | $6,675-98.3% | $115-3.6% |