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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $763,802 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $28,000 |
BARNES & THORNBURG LLP1 year Service code 29 · EIN 35-0900596 | Legal | $5,115 |
LPL FINANCIAL6+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $5,070 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,150 | $146,341-41.1% | $98,907-12.9% | $93,223-7.6% |
| Participation rate | 95.0% | 89.3%+5.7pp | 76.0%+18.9pp | 74.9%+20.0pp |
| Annual return | 11.93% | 16.85%-4.9pp | 196.43%-184.5pp | 19.29%-7.4pp |
| Employer contribution / active EE | $3,119 | $4,823-35.3% | $2,689+16.0% | $2,680+16.4% |
| Participant deferral / active EE | $4,014 | $7,126-43.7% | $4,244-5.4% | $4,563-12.0% |
| Admin fee / account holder | $75 | $63+19.3% | $6,642-98.9% | $79-5.5% |