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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,227 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGE Service code 27 · EIN 30-0282430 | Advisory (Plan) | $36,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,274 | $91,372+38.2% | $129,995-2.9% | $74,419+69.7% |
| Participation rate | 90.6% | 77.8%+12.8pp | 78.5%+12.1pp | 70.7%+19.8pp |
| Annual return | 19.55% | 23.21%-3.7pp | -137.18%+156.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $4,815 | $2,563+87.8% | $4,320+11.5% | $2,637+82.6% |
| Participant deferral / active EE | $8,822 | $4,721+86.9% | $5,820+51.6% | $4,528+94.8% |
| Admin fee / account holder | $211 | $283-25.7% | $10,614-98.0% | $348-39.5% |