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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $532,700 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL PEARLSTREET INVESTMENT MANAG Service code 28 · EIN 43-0538770 | Investment Management | $58,800 |
COMERICA BANK3 years Filed as: COMERICA SECURITIES CO FINANCIAL OP Service code 16 · EIN 38-2621207 | Consulting | $19,514 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $17,250 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Account maintenance fees; Direct paym... | $16,015 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,473 | $105,247+36.3% | $87,100+64.7% | $77,787+84.4% |
| Participation rate | 98.3% | 85.8%+12.5pp | 76.9%+21.4pp | 73.2%+25.1pp |
| Annual return | 22.68% | 24.52%-1.8pp | 28.19%-5.5pp | 32.57%-9.9pp |
| Employer contribution / active EE | $5,364 | $2,895+85.3% | $2,521+112.7% | $2,504+114.2% |
| Participant deferral / active EE | $7,757 | $5,060+53.3% | $4,049+91.6% | $3,967+95.5% |
| Admin fee / account holder | $145 | $104+38.6% | $7,497-98.1% | $100+44.8% |