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 | $189,869 |
Filed as: INST INV CONSULTING Service code 16 · EIN 81-0635433 | Consulting | $16,500 |
EIDE BAILLY LLP3 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $9,867 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 | $48,313 | $105,190-54.1% | $98,907-51.2% | $90,288-46.5% |
| Participation rate | 99.3% | 86.4%+12.9pp | 76.0%+23.2pp | 73.4%+25.9pp |
| Annual return | 20.34% | 18.52%+1.8pp | 196.43%-176.1pp | 53.97%-33.6pp |
| Employer contribution / active EE | $268 | $3,831-93.0% | $2,689-90.0% | $2,524-89.4% |
| Participant deferral / active EE | $4,134 | $5,616-26.4% | $4,244-2.6% | $4,232-2.3% |
| Admin fee / account holder | $112 | $97+14.8% | $6,642-98.3% | $114-2.0% |