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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,132 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL Service code 27 · EIN 38-1357951 | Advisory (Plan) | $33,321 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,184 |
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 | $51,640 | $79,519-35.1% | $95,952-46.2% | $73,409-29.7% |
| Participation rate | 92.7% | 81.2%+11.5pp | 77.1%+15.6pp | 72.2%+20.5pp |
| Annual return | 16.69% | 19.20%-2.5pp | 91.61%-74.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $2,256 | $2,048+10.2% | $2,541-11.2% | $2,234+1.0% |
| Participant deferral / active EE | $4,364 | $4,138+5.4% | $4,167+4.7% | $3,805+14.7% |
| Admin fee / account holder | $229 | $184+24.4% | $6,795-96.6% | $158+45.3% |