Filed October 30, 2023 (most recent of 3 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,270 |
BRINKER CAPITAL4+ years Filed as: ORION INVESTMENT ADVISORS LLC Service code 27 · EIN 26-4041826 | Advisory (Plan) | $36,072 |
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 | $64,262 | $44,873+43.2% | $79,464-19.1% | $56,287+14.2% |
| Participation rate | 88.4% | 68.7%+19.6pp | 73.3%+15.0pp | 69.9%+18.5pp |
| Annual return | 6.78% | 0.81%+6.0pp | 718.14%-711.4pp | -9.96%+16.7pp |
| Employer contribution / active EE | $4,947 | $2,140+131.2% | $2,800+76.7% | $2,111+134.4% |
| Participant deferral / active EE | $8,200 | $2,746+198.6% | $3,704+121.4% | $3,350+144.8% |
| Admin fee / account holder | $193 | $418-53.9% | $5,113-96.2% | $521-63.0% |