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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $430,524 |
Filed as: INST INV CONSULTING Service code 16 · EIN 81-0635433 | Consulting | $37,312 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Direct payment from the plan; Securit... | $29,809 |
EIDE BAILLY LLP5+ years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $22,873 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 | $137,833 | $105,190+31.0% | $98,907+39.4% | $90,288+52.7% |
| Participation rate | 99.4% | 86.4%+13.0pp | 76.0%+23.4pp | 73.4%+26.0pp |
| Annual return | 20.93% | 18.52%+2.4pp | 196.43%-175.5pp | 53.97%-33.0pp |
| Employer contribution / active EE | $5,994 | $3,831+56.5% | $2,689+122.9% | $2,524+137.5% |
| Participant deferral / active EE | $7,475 | $5,616+33.1% | $4,244+76.1% | $4,232+76.6% |
| Admin fee / account holder | $106 | $97+9.2% | $6,642-98.4% | $114-6.8% |