Filed December 2, 2022 (most recent of 2 filings on file)
Total covered: 12 employees
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 |
|---|---|---|
FIRST WESTERN TRUST BANK1+ years Filed as: FIRST WESTERN TRUST Service code 27 · EIN 27-0083757 | Advisory (Plan) | $21,106 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,891 |
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 | $43,504 | $41,854+3.9% | $73,843-41.1% | $52,331-16.9% |
| Participation rate | 89.3% | 66.2%+23.1pp | 73.4%+15.9pp | 68.1%+21.2pp |
| Annual return | -1.69% | 2.11%-3.8pp | 2267.84%-2269.5pp | 4.54%-6.2pp |
| Employer contribution / active EE | $2,655 | $1,920+38.3% | $2,787-4.7% | $1,882+41.1% |
| Participant deferral / active EE | $4,550 | $2,498+82.2% | $3,583+27.0% | $3,022+50.6% |
| Admin fee / account holder | $225 | $493-54.2% | $4,880-95.4% | $592-61.9% |