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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $347,729 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL PEARL Service code 27 · EIN 43-0538770 | Advisory (Plan) | $70,000 |
EHTC2 years Service code 10 · EIN 38-2498459 | Accounting | $18,800 |
MILLER JOHNSON1 year Service code 29 · EIN 38-1603110 | Legal | $12,319 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | -2.29% | 66.62%-68.9pp | 52.39%-54.7pp | 13.91%-16.2pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |