Filed October 11, 2021
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 | $285,585 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $52,500 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $12,920 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $7,764 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $7,520 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,508 | $2,679,533-93.7% | $164,813+2.2% | $199,593-15.6% |
| Participation rate | 95.3% | 78.3%+17.0pp | 78.6%+16.7pp | 72.0%+23.4pp |
| Annual return | 16.47% | 17.93%-1.5pp | 69.93%-53.5pp | 34.25%-17.8pp |
| Employer contribution / active EE | $5,864 | $2,970+97.4% | $4,341+35.1% | $3,034+93.3% |
| Participant deferral / active EE | $8,192 | $5,010+63.5% | $6,031+35.8% | $5,087+61.0% |
| Admin fee / account holder | $178 | $1,982-91.0% | $12,690-98.6% | $269-34.0% |