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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $205,522 |
Service code 16 · EIN 81-0635433 | Consulting | $12,375 |
EIDE BAILLY LLP2 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $9,867 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,814 | $96,403-54.6% | $93,606-53.2% | $77,787-43.7% |
| Participation rate | 98.7% | 87.6%+11.1pp | 75.8%+22.9pp | 73.2%+25.5pp |
| Annual return | 20.06% | 39.36%-19.3pp | 32.76%-12.7pp | 32.57%-12.5pp |
| Employer contribution / active EE | $53 | $3,616-98.5% | $2,718-98.1% | $2,504-97.9% |
| Participant deferral / active EE | $4,108 | $5,341-23.1% | $4,069+1.0% | $3,967+3.6% |
| Admin fee / account holder | $117 | $90+30.5% | $7,888-98.5% | $100+16.7% |