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 S2+ years Service code 27 · EIN 91-1944765 | Advisory (Plan) | $44,271 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,319 |
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 | $44,919 | $57,658-22.1% | $46,225-2.8% | $57,658-22.1% |
| Participation rate | 90.1% | 70.2%+19.9pp | 79.5%+10.6pp | 70.2%+19.9pp |
| Annual return | 7.59% | 5.13%+2.5pp | 7.57%0pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,163 | $1,974-41.1% | $3,424-66.0% | $1,974-41.1% |
| Participant deferral / active EE | $3,424 | $3,061+11.9% | $3,776-9.3% | $3,061+11.9% |
| Admin fee / account holder | $191 | $95+102.5% | $3,519-94.6% | $95+102.5% |