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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,469 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,351 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,132 | $104,697-54.0% | $96,544-50.1% | $80,160-40.0% |
| Participation rate | 96.1% | 86.4%+9.8pp | 76.0%+20.2pp | 72.9%+23.2pp |
| Annual return | 22.02% | 21.78%+0.2pp | 25.84%-3.8pp | 40.38%-18.4pp |
| Employer contribution / active EE | $2,458 | $3,536-30.5% | $2,965-17.1% | $2,978-17.5% |
| Participant deferral / active EE | $5,909 | $6,188-4.5% | $4,851+21.8% | $5,017+17.8% |
| Admin fee / account holder | $140 | $107+31.0% | $8,252-98.3% | $145-3.5% |