Filed April 25, 2019 (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 | $514,901 |
INSTITUTIONAL INVESTMENT CONSULTING10+ years Service code 16 · EIN 81-0635433 | Consulting | $50,803 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $34,621 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,495 | $112,623+34.5% | $106,201+42.6% | $199,768-24.2% |
| Participation rate | 99.4% | 86.2%+13.2pp | 75.3%+24.1pp | 72.0%+27.4pp |
| Annual return | 13.85% | 15.57%-1.7pp | 116.26%-102.4pp | 34.26%-20.4pp |
| Employer contribution / active EE | $6,638 | $4,575+45.1% | $3,170+109.4% | $3,037+118.6% |
| Participant deferral / active EE | $8,180 | $6,659+22.8% | $5,012+63.2% | $5,090+60.7% |
| Admin fee / account holder | $107 | $107+0.4% | $11,039-99.0% | $269-60.1% |