Filed May 10, 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 9-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 |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $21,375 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,074 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,619 | $52,953-19.5% | $172,739-75.3% | $65,185-34.6% |
| Participation rate | 73.8% | 66.2%+7.6pp | 82.6%-8.8pp | 70.2%+3.6pp |
| Annual return | 21.99% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $922 | $2,190-57.9% | $5,143-82.1% | $2,177-57.6% |
| Participant deferral / active EE | $4,324 | $2,471+75.0% | $5,198-16.8% | $3,514+23.0% |
| Admin fee / account holder | $35 | $472-92.5% | $13,954-99.7% | $847-95.8% |