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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $279,090 |
INSTITUTIONAL INVESTMENT CONSULTING10+ years Service code 16 · EIN 81-0635433 | Consulting | $29,399 |
EIDE BAILLY LLP9+ years Service code 10 · EIN 45-0250958 | Accounting | $18,595 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,634 | $112,623-47.0% | $106,213-43.9% | $199,593-70.1% |
| Participation rate | 98.0% | 86.2%+11.8pp | 75.3%+22.7pp | 72.0%+26.0pp |
| Annual return | 11.31% | 15.57%-4.3pp | 116.14%-104.8pp | 34.25%-22.9pp |
| Employer contribution / active EE | $2,475 | $4,575-45.9% | $3,171-22.0% | $3,034-18.4% |
| Participant deferral / active EE | $4,847 | $6,659-27.2% | $5,016-3.4% | $5,087-4.7% |
| Admin fee / account holder | $116 | $107+8.0% | $11,033-99.0% | $269-57.0% |