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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $370,118 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $42,253 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $40,292 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $11,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,350 | $64,311+70.0% | $110,238-0.8% | $75,289+45.2% |
| Participation rate | 95.2% | 79.3%+15.9pp | 79.8%+15.3pp | 72.4%+22.7pp |
| Annual return | -3.41% | -1.74%-1.7pp | 314.74%-318.1pp | -0.04%-3.4pp |
| Employer contribution / active EE | $4,252 | $2,404+76.9% | $3,826+11.1% | $2,405+76.8% |
| Participant deferral / active EE | $6,062 | $3,892+55.8% | $4,672+29.7% | $3,739+62.1% |
| Admin fee / account holder | $180 | $88+105.2% | $8,547-97.9% | $102+75.7% |