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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $547,522 |
INSTITUTIONAL INVESTMENT CONSULTING11+ years Service code 16 · EIN 81-0635433 | Consulting | $40,574 |
EIDE BAILLY LLP10+ years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $38,108 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $967 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $168,511 | $123,077+36.9% | $116,228+45.0% | $102,872+63.8% |
| Participation rate | 99.1% | 87.0%+12.1pp | 74.6%+24.5pp | 73.0%+26.0pp |
| Annual return | 17.37% | 15.84%+1.5pp | 90.06%-72.7pp | 19.06%-1.7pp |
| Employer contribution / active EE | $5,747 | $4,380+31.2% | $2,994+91.9% | $3,526+63.0% |
| Participant deferral / active EE | $7,873 | $6,746+16.7% | $4,953+58.9% | $5,535+42.2% |
| Admin fee / account holder | $124 | $115+7.3% | $11,989-99.0% | $292-57.6% |