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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $461,961 |
EIDE BAILLY LLP8+ years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $46,288 |
Service code 16 · EIN 81-0635433 | Consulting | $37,552 |
MORNINGSTAR2 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 | $131,924 | $104,631+26.1% | $98,439+34.0% | $80,160+64.6% |
| Participation rate | 99.4% | 87.5%+11.8pp | 75.2%+24.2pp | 72.9%+26.4pp |
| Annual return | 21.16% | 34.72%-13.6pp | 21.16%0pp | 40.38%-19.2pp |
| Employer contribution / active EE | $6,631 | $4,517+46.8% | $3,048+117.6% | $2,978+122.7% |
| Participant deferral / active EE | $7,930 | $6,545+21.2% | $4,738+67.4% | $5,017+58.1% |
| Admin fee / account holder | $92 | $105-11.8% | $8,948-99.0% | $145-36.2% |