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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $584,413 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $122,912 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $49,165 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $33,916 |
STATE STREET GLOBAL ADVISORS2+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $29,979 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $7,761 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,618 | $90,410-17.5% | $91,001-18.0% | $77,958-4.3% |
| Participation rate | 98.1% | 86.4%+11.7pp | 75.6%+22.5pp | 71.6%+26.5pp |
| Annual return | 12.99% | 21.34%-8.4pp | 4.60%+8.4pp | 20.87%-7.9pp |
| Employer contribution / active EE | $1,650 | $3,392-51.4% | $2,456-32.8% | $2,310-28.6% |
| Participant deferral / active EE | $3,605 | $4,816-25.1% | $3,547+1.6% | $3,537+1.9% |
| Admin fee / account holder | $154 | $79+94.9% | $5,417-97.2% | $97+58.0% |