Filed March 6, 2018
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 | $47,003 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,981 | $71,666+25.6% | $117,854-23.7% | $69,631+29.2% |
| Participation rate | 89.8% | 77.5%+12.3pp | 79.7%+10.1pp | 70.7%+19.1pp |
| Annual return | 18.85% | 18.86%0pp | 335.08%-316.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $3,584 | $1,889+89.7% | $3,786-5.3% | $2,032+76.4% |
| Participant deferral / active EE | $6,202 | $3,340+85.7% | $4,482+38.4% | $3,224+92.4% |
| Admin fee / account holder | $77 | $120-36.1% | $8,020-99.0% | $110-30.3% |