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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $559,063 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $124,898 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $49,959 |
STATE STREET GLOBAL ADVISORS1+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $30,021 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $29,828 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $25,000 |
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 | $69,993 | $82,279-14.9% | $77,999-10.3% | $63,975+9.4% |
| Participation rate | 96.4% | 84.7%+11.7pp | 75.5%+20.8pp | 71.1%+25.2pp |
| Annual return | 8.63% | 11.20%-2.6pp | 425.96%-417.3pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,511 | $3,297-54.2% | $2,470-38.8% | $2,182-30.8% |
| Participant deferral / active EE | $3,282 | $4,538-27.7% | $3,497-6.1% | $3,356-2.2% |
| Admin fee / account holder | $159 | $81+95.8% | $5,480-97.1% | $70+126.3% |