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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,255 |
MERCER2 years Filed as: MERCER INVESTMENT MGMT Service code 27 · EIN 30-0282430 | 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 | $121,850 | $78,419+55.4% | $133,956-9.0% | $73,409+66.0% |
| Participation rate | 93.4% | 78.6%+14.8pp | 79.8%+13.5pp | 72.2%+21.2pp |
| Annual return | 13.72% | 33.35%-19.6pp | 45.09%-31.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $4,890 | $2,044+139.3% | $3,919+24.8% | $2,234+118.9% |
| Participant deferral / active EE | $8,911 | $3,925+127.0% | $5,048+76.5% | $3,805+134.2% |
| Admin fee / account holder | $244 | $161+51.1% | $8,927-97.3% | $158+54.4% |