Filed June 11, 2024 (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 10-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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $94,537 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,786 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,475 | $103,024-0.5% | $112,040-8.5% | $79,634+28.7% |
| Participation rate | 96.9% | 80.6%+16.3pp | 76.5%+20.4pp | 62.5%+34.4pp |
| Annual return | 16.41% | 17.60%-1.2pp | 24.52%-8.1pp | 36.46%-20.0pp |
| Employer contribution / active EE | $6,363 | $3,015+111.0% | $2,954+115.4% | $2,529+151.6% |
| Participant deferral / active EE | $5,526 | $5,233+5.6% | $5,098+8.4% | $3,835+44.1% |
| Admin fee / account holder | $44 | $465-90.5% | $12,098-99.6% | $1,002-95.6% |