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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $590,529 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL PEARLSTREET INVESTMENT MANAG Service code 28 · EIN 43-0538770 | Investment Management | $80,000 |
MILLER JOHNSON1 year Filed as: MILLER JOHNSON SNELL & CUMMISKEY PL Service code 29 · EIN 38-1603110 | Legal | $17,315 |
Service code 10 · EIN 38-2498459 | Accounting | $10,000 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,985 |
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 | $114,358 | $130,141-12.1% | $86,677+31.9% | $77,904+46.8% |
| Participation rate | 98.4% | 85.9%+12.4pp | 76.6%+21.8pp | 73.7%+24.7pp |
| Annual return | -17.21% | -12.75%-4.5pp | 35.91%-53.1pp | 12.21%-29.4pp |
| Employer contribution / active EE | $3,856 | $3,220+19.7% | $2,836+35.9% | $2,848+35.4% |
| Participant deferral / active EE | $9,048 | $5,757+57.2% | $4,656+94.3% | $4,806+88.3% |
| Admin fee / account holder | $103 | $132-21.5% | $7,493-98.6% | $133-22.0% |