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 | $238,268 |
Filed as: INSTITUTIONAL INV CONS Service code 16 · EIN 81-0635433 | Consulting | $21,187 |
EIDE BAILLY LLP3 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $12,110 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $57,531 | $105,190-45.3% | $98,907-41.8% | $90,288-36.3% |
| Participation rate | 98.9% | 86.4%+12.6pp | 76.0%+22.9pp | 73.4%+25.6pp |
| Annual return | 17.16% | 18.52%-1.4pp | 196.43%-179.3pp | 53.97%-36.8pp |
| Employer contribution / active EE | $2,840 | $3,831-25.8% | $2,689+5.6% | $2,524+12.5% |
| Participant deferral / active EE | $4,512 | $5,616-19.7% | $4,244+6.3% | $4,232+6.6% |
| Admin fee / account holder | $118 | $97+21.1% | $6,642-98.2% | $114+3.3% |