Filed July 17, 2017 (most recent of 3 filings on file)
No plan names extracted from this filing.
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 6-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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $54,016 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $17,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,572 | $34,677+57.4% | $77,024-29.1% | $64,808-15.8% |
| Participation rate | 84.4% | 49.8%+34.5pp | 67.9%+16.5pp | 71.5%+12.9pp |
| Annual return | 9.94% | -5.33%+15.3pp | 42.32%-32.4pp | 32.82%-22.9pp |
| Employer contribution / active EE | $1,129 | $1,370-17.6% | $2,812-59.9% | $2,506-55.0% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $84 | $179-53.1% | $5,425-98.5% | $188-55.4% |