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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,857 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,813 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,152 | $144,996-74.4% | $111,297-66.6% | $93,030-60.1% |
| Participation rate | 83.1% | 86.2%-3.1pp | 77.3%+5.7pp | 73.9%+9.1pp |
| Annual return | 37.00% | 18.26%+18.7pp | 54.65%-17.6pp | 158.70%-121.7pp |
| Employer contribution / active EE | $1,239 | $3,056-59.5% | $2,731-54.6% | $2,706-54.2% |
| Participant deferral / active EE | $2,694 | $5,587-51.8% | $4,487-40.0% | $4,562-41.0% |
| Admin fee / account holder | $146 | $103+41.5% | $7,964-98.2% | $152-3.5% |