Filed December 12, 2023 (most recent of 2 filings on file)
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 | $192,748 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE CONSULTING Service code 29 · EIN 06-1454513 | Legal | $148,929 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL Service code 27 · EIN 43-0538770 | Advisory (Plan) | $80,000 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER CANFIELD Service code 29 · EIN 38-0836500 | Legal | $12,360 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 8.73% | 9.14%-0.4pp | 1.35%+7.4pp | 9.14%-0.4pp |
| Employer contribution / active EE | $45,081 | $19,963+125.8% | $35,483+27.1% | $19,963+125.8% |
| Participant deferral / active EE | $0 | $919-100.0% | $386-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |