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 S4+ years Service code 27 · EIN 91-1944765 | Advisory (Plan) | $30,523 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,500 |
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 | $52,265 | $55,725-6.2% | $54,726-4.5% | $55,725-6.2% |
| Participation rate | 93.7% | 70.9%+22.8pp | 79.1%+14.6pp | 70.9%+22.8pp |
| Annual return | -5.50% | 244.93%-250.4pp | -4.56%-0.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,617 | $2,078+25.9% | $3,449-24.1% | $2,078+25.9% |
| Participant deferral / active EE | $3,773 | $3,356+12.4% | $3,953-4.5% | $3,356+12.4% |
| Admin fee / account holder | $115 | $115+0.1% | $3,818-97.0% | $115+0.1% |