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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $279,673 |
INSTITUTIONAL INVESTMENT CONSULTING11+ years Service code 16 · EIN 81-0635433 | Consulting | $20,989 |
EIDE BAILLY LLP8 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $18,059 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,731 | $123,077-45.8% | $116,228-42.6% | $102,872-35.1% |
| Participation rate | 98.1% | 87.0%+11.1pp | 74.6%+23.6pp | 73.0%+25.1pp |
| Annual return | 15.93% | 15.84%+0.1pp | 90.06%-74.1pp | 19.06%-3.1pp |
| Employer contribution / active EE | $2,638 | $4,380-39.8% | $2,994-11.9% | $3,526-25.2% |
| Participant deferral / active EE | $4,927 | $6,746-27.0% | $4,953-0.5% | $5,535-11.0% |
| Admin fee / account holder | $127 | $115+10.3% | $11,989-98.9% | $292-56.5% |