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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $218,169 |
Service code 16 · EIN 81-0635433 | Consulting | $20,900 |
EIDE BAILLY LLP5 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $5,100 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,129 | $136,266-69.8% | $90,749-54.7% | $77,904-47.2% |
| Participation rate | 99.5% | 86.6%+12.9pp | 75.7%+23.8pp | 73.7%+25.8pp |
| Annual return | -15.92% | -11.32%-4.6pp | -12.16%-3.8pp | 12.21%-28.1pp |
| Employer contribution / active EE | $1,103 | $4,215-73.8% | $2,921-62.2% | $2,848-61.3% |
| Participant deferral / active EE | $4,597 | $6,353-27.6% | $4,564+0.7% | $4,806-4.3% |
| Admin fee / account holder | $116 | $399-70.9% | $8,445-98.6% | $133-12.5% |