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 | $29,715 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,441 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,642 | $61,156-9.0% | $185,823-70.1% | $79,386-29.9% |
| Participation rate | 70.3% | 66.6%+3.7pp | 81.7%-11.4pp | 70.7%-0.4pp |
| Annual return | 14.63% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,032 | $2,321-55.5% | $5,167-80.0% | $2,427-57.5% |
| Participant deferral / active EE | $4,168 | $2,789+49.4% | $5,568-25.1% | $4,046+3.0% |
| Admin fee / account holder | $38 | $710-94.7% | $16,237-99.8% | $626-94.0% |