Filed November 16, 2021 (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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $547,487 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL PEARLSTREET INVESTMENT MANAG Service code 28 · EIN 43-0538770 | Investment Management | $80,000 |
Service code 10 · EIN 38-2498459 | Accounting | $23,900 |
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 | $166,535 | $110,299+51.0% | $102,423+62.6% | $199,593-16.6% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.8pp |
| Annual return | 14.10% | 35.73%-21.6pp | 29.32%-15.2pp | 34.25%-20.2pp |
| Employer contribution / active EE | $6,644 | $3,603+84.4% | $3,023+119.8% | $3,034+119.0% |
| Participant deferral / active EE | $10,740 | $6,376+68.5% | $5,053+112.6% | $5,087+111.1% |
| Admin fee / account holder | $130 | $122+6.0% | $9,451-98.6% | $269-51.8% |