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 | $98,727+3.8% | $113,168-9.4% | $85,563+19.8% |
| Participation rate | 96.9% | 80.8%+16.1pp | 76.6%+20.3pp | 66.0%+30.9pp |
| Annual return | 16.41% | 17.43%-1.0pp | 24.27%-7.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $6,363 | $2,907+118.9% | $2,975+113.9% | $2,654+139.8% |
| Participant deferral / active EE | $5,526 | $5,424+1.9% | $5,107+8.2% | $4,375+26.3% |
| Admin fee / account holder | $44 | $357-87.6% | $12,068-99.6% | $834-94.7% |