Filed September 28, 2022 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $198,230 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,558 | $112,623-12.5% | $106,213-7.2% | $199,593-50.6% |
| Participation rate | 95.2% | 86.2%+8.9pp | 75.3%+19.9pp | 72.0%+23.2pp |
| Annual return | 13.10% | 15.57%-2.5pp | 116.14%-103.0pp | 34.25%-21.1pp |
| Employer contribution / active EE | $5,904 | $4,575+29.0% | $3,171+86.2% | $3,034+94.6% |
| Participant deferral / active EE | $5,867 | $6,659-11.9% | $5,016+17.0% | $5,087+15.3% |
| Admin fee / account holder | $72 | $107-32.8% | $11,033-99.3% | $269-73.2% |