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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,901 |
Filed as: CAPITOL SECURITIES MGMT. Service code 27 · EIN 54-1170635 | Advisory (Plan) | $18,487 |
MORNINGSTAR2 years 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 | $122,078 | $88,890+37.3% | $102,423+19.2% | $77,643+57.2% |
| Participation rate | 98.8% | 80.9%+17.9pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 13.98% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,652 | $2,698-1.7% | $3,023-12.3% | $2,726-2.7% |
| Participant deferral / active EE | $8,478 | $5,145+64.8% | $5,053+67.8% | $4,647+82.4% |
| Admin fee / account holder | $224 | $235-4.8% | $9,451-97.6% | $430-47.9% |