Filed October 13, 2020 (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 | $93,740 |
Filed as: CAPITOL SECURITIES MGMT. Service code 27 · EIN 54-1170635 | Advisory (Plan) | $22,896 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,618 | $99,078+10.6% | $96,544+13.5% | $74,419+47.3% |
| Participation rate | 98.6% | 80.7%+17.9pp | 76.0%+22.6pp | 70.7%+27.9pp |
| Annual return | 16.04% | 22.48%-6.4pp | 25.84%-9.8pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,427 | $2,570-5.6% | $2,965-18.1% | $2,637-8.0% |
| Participant deferral / active EE | $7,573 | $4,933+53.5% | $4,851+56.1% | $4,528+67.2% |
| Admin fee / account holder | $201 | $225-10.3% | $8,252-97.6% | $348-42.1% |