Filed March 5, 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 |
|---|---|---|
HALLETT & ASSOC P S1+ years Service code 27 · EIN 91-1944765 | Advisory (Plan) | $45,985 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,523 |
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 | $51,009 | $52,331-2.5% | $40,757+25.2% | $52,331-2.5% |
| Participation rate | 91.9% | 68.1%+23.8pp | 79.3%+12.6pp | 68.1%+23.8pp |
| Annual return | -0.30% | 4.54%-4.8pp | -0.50%+0.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,407 | $1,882+27.9% | $3,004-19.9% | $1,882+27.9% |
| Participant deferral / active EE | $3,782 | $3,022+25.2% | $3,485+8.5% | $3,022+25.2% |
| Admin fee / account holder | $228 | $592-61.5% | $4,272-94.7% | $592-61.5% |