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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $277,260 |
Service code 16 · EIN 81-0635433 | Consulting | $26,542 |
EIDE BAILLY LLP6 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $18,494 |
MORNINGSTAR2 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 | $45,999 | $104,631-56.0% | $98,439-53.3% | $80,160-42.6% |
| Participation rate | 97.7% | 87.5%+10.2pp | 75.2%+22.6pp | 72.9%+24.8pp |
| Annual return | 16.08% | 34.72%-18.6pp | 21.16%-5.1pp | 40.38%-24.3pp |
| Employer contribution / active EE | $2,613 | $4,517-42.2% | $3,048-14.3% | $2,978-12.3% |
| Participant deferral / active EE | $4,248 | $6,545-35.1% | $4,738-10.3% | $5,017-15.3% |
| Admin fee / account holder | $95 | $105-9.6% | $8,948-98.9% | $145-34.6% |