Filed December 7, 2022
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,927 |
MYCIO WEALTH PARTNERS LLC4 years Filed as: MYCIO WEALTH PARTNERS, LLC Service code 27 · EIN 20-2611371 | Advisory (Plan) | $14,433 |
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 | $107,105 | $88,122+21.5% | $141,162-24.1% | $67,579+58.5% |
| Participation rate | 94.6% | 76.5%+18.2pp | 82.5%+12.2pp | 71.3%+23.3pp |
| Annual return | 22.08% | 75.40%-53.3pp | 71.39%-49.3pp | 378.56%-356.5pp |
| Employer contribution / active EE | $2,322 | $3,224-28.0% | $4,735-51.0% | $2,148+8.1% |
| Participant deferral / active EE | $4,398 | $5,958-26.2% | $6,709-34.4% | $3,539+24.3% |
| Admin fee / account holder | $207 | $131+57.9% | $10,261-98.0% | $142+45.2% |