Filed June 28, 2018 (most recent of 2 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $143,583 |
WILLIAM BLAIR3+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $79,172 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,180 | $67,228+19.3% | $117,854-32.0% | $77,958+2.9% |
| Participation rate | 97.5% | 79.4%+18.1pp | 79.7%+17.8pp | 71.6%+25.9pp |
| Annual return | 18.43% | 19.13%-0.7pp | 335.08%-316.6pp | 20.87%-2.4pp |
| Employer contribution / active EE | $1,956 | $2,211-11.5% | $3,786-48.3% | $2,310-15.3% |
| Participant deferral / active EE | $4,445 | $3,653+21.7% | $4,482-0.8% | $3,537+25.7% |
| Admin fee / account holder | $74 | $76-2.2% | $8,020-99.1% | $97-23.8% |