Filed December 31, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,101 |
COMERICA BANK1+ years Filed as: COMERICA INSURANCE SERVICES INC Service code 49 · EIN 38-3063147 | Other Services | $1,576 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,244 | $72,770-37.8% | $67,652-33.1% | $55,191-18.0% |
| Participation rate | 93.9% | 78.8%+15.1pp | 75.7%+18.2pp | 69.2%+24.7pp |
| Annual return | 4.30% | -3.26%+7.6pp | 6625.04%-6620.7pp | 10.78%-6.5pp |
| Employer contribution / active EE | $3,445 | $1,769+94.7% | $2,266+52.1% | $1,899+81.5% |
| Participant deferral / active EE | $6,534 | $3,408+91.7% | $3,560+83.5% | $3,046+114.5% |
| Admin fee / account holder | $10 | $79-87.6% | $4,821-99.8% | $91-89.3% |