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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $264,198 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $34,900 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Direct payment from the plan; Securit... | $22,774 |
EIDE BAILLY LLP1+ years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $19,340 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $99,151 | $82,279+20.5% | $77,999+27.1% | $63,975+55.0% |
| Participation rate | 99.0% | 84.7%+14.4pp | 75.5%+23.5pp | 71.1%+27.9pp |
| Annual return | 12.25% | 11.20%+1.1pp | 425.96%-413.7pp | 48.65%-36.4pp |
| Employer contribution / active EE | $2,832 | $3,297-14.1% | $2,470+14.6% | $2,182+29.8% |
| Participant deferral / active EE | $5,573 | $4,538+22.8% | $3,497+59.4% | $3,356+66.0% |
| Admin fee / account holder | $86 | $81+5.8% | $5,480-98.4% | $70+22.2% |