Filed November 15, 2017 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $210,344 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $152,861 | $110,299+38.6% | $102,423+49.2% | $199,593-23.4% |
| Participation rate | 99.0% | 86.3%+12.7pp | 76.5%+22.5pp | 72.0%+27.0pp |
| Annual return | 16.13% | 35.73%-19.6pp | 29.32%-13.2pp | 34.25%-18.1pp |
| Employer contribution / active EE | $3,940 | $3,603+9.4% | $3,023+30.3% | $3,034+29.9% |
| Participant deferral / active EE | $9,607 | $6,376+50.7% | $5,053+90.1% | $5,087+88.9% |
| Admin fee / account holder | $107 | $122-12.7% | $9,451-98.9% | $269-60.3% |