Filed October 19, 2017 (most recent of 2 filings on file)
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $177,098 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $70,571 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,892 | $117,025-39.4% | $91,541-22.6% | $85,563-17.1% |
| Participation rate | 94.3% | 64.2%+30.1pp | 69.8%+24.6pp | 66.0%+28.4pp |
| Annual return | 23.94% | 18.02%+5.9pp | 20.50%+3.4pp | 31.51%-7.6pp |
| Employer contribution / active EE | $3,111 | $2,120+46.7% | $2,505+24.2% | $2,654+17.2% |
| Participant deferral / active EE | $5,878 | $3,446+70.6% | $4,008+46.7% | $4,375+34.3% |
| Admin fee / account holder | $249 | $1,242-79.9% | $6,956-96.4% | $834-70.1% |