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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $562,996 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $93,572 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $84,215 |
Filed as: INSTITUTIONAL INVESTMENT Service code 27 · EIN 81-0635433 | Advisory (Plan) | $75,000 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $42,161 |
STATE STREET GLOBAL ADVISORS6+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $29,979 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Direct payment ... | $7,694 |
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 | $95,840 | $114,195-16.1% | $106,548-10.1% | $93,030+3.0% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.1%+22.2pp | 73.9%+24.4pp |
| Annual return | 14.57% | 22.18%-7.6pp | 26.80%-12.2pp | 158.70%-144.1pp |
| Employer contribution / active EE | $2,007 | $4,009-49.9% | $2,819-28.8% | $2,706-25.8% |
| Participant deferral / active EE | $4,827 | $5,908-18.3% | $4,398+9.8% | $4,562+5.8% |
| Admin fee / account holder | $146 | $105+39.2% | $7,407-98.0% | $152-3.9% |