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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $445,825 |
Filed as: INSTITUTIONAL INVESTMENT Service code 16 · EIN 81-0635433 | Consulting | $48,562 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Direct payment from the plan; Recordk... | $30,494 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $23,790 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $150,038 | $114,195+31.4% | $106,548+40.8% | $93,030+61.3% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.1%+22.2pp | 73.9%+24.4pp |
| Annual return | 14.49% | 22.18%-7.7pp | 26.80%-12.3pp | 158.70%-144.2pp |
| Employer contribution / active EE | $6,811 | $4,009+69.9% | $2,819+141.6% | $2,706+151.7% |
| Participant deferral / active EE | $8,341 | $5,908+41.2% | $4,398+89.7% | $4,562+82.8% |
| Admin fee / account holder | $106 | $105+1.0% | $7,407-98.6% | $152-30.2% |