Filed May 8, 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 8-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 | $23,350 |
THE BENEFIT PRACTICE1 year Service code 49 · EIN 13-4144565 | Other Services | $7,323 |
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 | $193,492 | $196,842-1.7% | $112,977+71.3% | - |
| Participation rate | 94.9% | 71.6%+23.4pp | 82.6%+12.4pp | - |
| Annual return | 12.98% | 11.43%+1.6pp | 24.24%-11.3pp | - |
| Employer contribution / active EE | $2,156 | $2,386-9.6% | $4,255-49.3% | - |
| Participant deferral / active EE | $16,882 | $3,828+341.0% | $5,836+189.3% | - |
| Admin fee / account holder | $243 | $15,940-98.5% | $6,294-96.1% | - |