Filed November 22, 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 COMPANY10+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127920 | Contract Administrator | $83,046 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,016 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $22,623 |
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $10,023 |
LINCOLN NATIONAL CORPORATION9 years Filed as: LINCOLN NATIONAL CORPORATIONS Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,461 | $91,762+22.6% | $67,502+66.6% | $77,643+44.8% |
| Participation rate | 97.4% | 75.9%+21.5pp | 72.9%+24.5pp | 70.6%+26.8pp |
| Annual return | 14.33% | 14.87%-0.5pp | 3512.12%-3497.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $10,180 | $3,181+220.0% | $2,731+272.8% | $2,726+273.5% |
| Participant deferral / active EE | $10,086 | $3,903+158.4% | $4,000+152.2% | $4,647+117.0% |
| Admin fee / account holder | $216 | $176+22.6% | $3,998-94.6% | $430-49.9% |