Filed July 2, 2024 (most recent of 2 filings on file)
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,915 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,953 |
ASCENSUS LLC3 years Filed as: BADEN GAGE & SCHROEDER Service code 10 · EIN 35-1939627 | Accounting | $13,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,965 | $89,904-30.0% | $453,369-86.1% | $86,799-27.5% |
| Participation rate | 96.8% | 75.7%+21.0pp | 78.0%+18.8pp | 72.3%+24.5pp |
| Annual return | 13.86% | 19.72%-5.9pp | 64.40%-50.5pp | 97.91%-84.0pp |
| Employer contribution / active EE | $2,014 | $3,279-38.6% | $4,070-50.5% | $2,405-16.3% |
| Participant deferral / active EE | $4,479 | $5,114-12.4% | $6,209-27.9% | $4,131+8.4% |
| Admin fee / account holder | $256 | $156+64.1% | $11,209-97.7% | $170+50.7% |