Filed December 27, 2024 (most recent of 7 filings on file)
Total covered: 148 employees
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $456,553 |
Filed as: INSTITUTIONAL INVESTMENT Service code 27 · EIN 81-0635433 | Advisory (Plan) | $75,000 |
Filed as: PRUDENTIAL INSURANCE COMANY Service code 28 · EIN 22-1211670 | Investment Management | $64,254 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $57,829 |
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891514 | Accounting | $39,466 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,515 | $123,077-7.0% | $116,228-1.5% | $102,872+11.3% |
| Participation rate | 98.3% | 87.0%+11.3pp | 74.6%+23.8pp | 73.0%+25.3pp |
| Annual return | 15.25% | 15.84%-0.6pp | 90.06%-74.8pp | 19.06%-3.8pp |
| Employer contribution / active EE | $2,602 | $4,380-40.6% | $2,994-13.1% | $3,526-26.2% |
| Participant deferral / active EE | $5,774 | $6,746-14.4% | $4,953+16.6% | $5,535+4.3% |
| Admin fee / account holder | $123 | $115+7.0% | $11,989-99.0% | $292-57.7% |