Filed June 28, 2022 (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 9-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,117 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FIN ADV Service code 27 · EIN 38-1357951 | Advisory (Plan) | $43,088 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,851 | $65,118-54.2% | $76,768-61.1% | $55,725-46.4% |
| Participation rate | 93.0% | 79.6%+13.4pp | 77.0%+16.1pp | 70.9%+22.2pp |
| Annual return | -6.97% | -1.27%-5.7pp | 2.43%-9.4pp | 244.93%-251.9pp |
| Employer contribution / active EE | $2,070 | $1,941+6.6% | $2,485-16.7% | $2,078-0.4% |
| Participant deferral / active EE | $4,203 | $3,688+14.0% | $3,852+9.1% | $3,356+25.3% |
| Admin fee / account holder | $219 | $116+89.4% | $6,675-96.7% | $115+90.5% |