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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $544,659 |
Filed as: INSTITUTIONAL INVESTMENT Service code 27 · EIN 81-0635433 | Advisory (Plan) | $75,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $73,715 |
PRIDENTIAL TRUST COMPANY1 year Service code 28 · EIN 22-6994310 | Investment Management | $66,344 |
DELOITTE & TOUCHE LLP9+ years Service code 10 · EIN 13-3891514 | Accounting | $39,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,163 | $104,631-11.0% | $98,439-5.4% | $80,160+16.2% |
| Participation rate | 98.4% | 87.5%+10.8pp | 75.2%+23.2pp | 72.9%+25.5pp |
| Annual return | 16.51% | 34.72%-18.2pp | 21.16%-4.7pp | 40.38%-23.9pp |
| Employer contribution / active EE | $2,531 | $4,517-44.0% | $3,048-17.0% | $2,978-15.0% |
| Participant deferral / active EE | $5,360 | $6,545-18.1% | $4,738+13.1% | $5,017+6.8% |
| Admin fee / account holder | $137 | $105+30.8% | $8,948-98.5% | $145-5.4% |