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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,434 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FIN ADVISOR Service code 27 · EIN 38-1357951 | Advisory (Plan) | $32,680 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL Service code 27 · EIN 38-1387951 | Advisory (Plan) | $10,965 |
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 | $44,182 | $73,404-39.8% | $87,100-49.3% | $67,579-34.6% |
| Participation rate | 94.9% | 80.9%+14.0pp | 76.9%+18.0pp | 71.3%+23.6pp |
| Annual return | 26.77% | 48.29%-21.5pp | 28.19%-1.4pp | 378.56%-351.8pp |
| Employer contribution / active EE | $2,240 | $2,014+11.2% | $2,521-11.2% | $2,148+4.3% |
| Participant deferral / active EE | $4,356 | $3,913+11.3% | $4,049+7.6% | $3,539+23.1% |
| Admin fee / account holder | $259 | $142+83.2% | $7,497-96.5% | $142+82.3% |