Filed February 28, 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 | $42,064 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 27 · EIN 71-0927304 | Advisory (Plan) | $24,244 |
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 | $33,822 | $50,637-33.2% | $86,590-60.9% | $62,292-45.7% |
| Participation rate | 82.8% | 67.9%+14.9pp | 73.5%+9.3pp | 69.5%+13.3pp |
| Annual return | 15.82% | 20.80%-5.0pp | 964.84%-949.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,817 | $2,075-12.4% | $2,839-36.0% | $2,042-11.0% |
| Participant deferral / active EE | $3,245 | $2,611+24.3% | $3,609-10.1% | $3,169+2.4% |
| Admin fee / account holder | $225 | $413-45.6% | $4,906-95.4% | $479-53.1% |