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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,054 |
INDEPENDENT FINANCIAL GROUP LLC4+ years Service code 27 · EIN 71-0927304 | Advisory (Plan) | $25,732 |
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 | $32,413 | $44,873-27.8% | $79,464-59.2% | $56,287-42.4% |
| Participation rate | 96.6% | 68.7%+27.9pp | 73.3%+23.3pp | 69.9%+26.8pp |
| Annual return | -5.42% | 0.81%-6.2pp | 718.14%-723.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,231 | $2,140+4.2% | $2,800-20.3% | $2,111+5.7% |
| Participant deferral / active EE | $4,079 | $2,746+48.5% | $3,704+10.1% | $3,350+21.8% |
| Admin fee / account holder | $235 | $418-43.9% | $5,113-95.4% | $521-54.9% |