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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $449,341 |
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 | $68,547 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $61,692 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891514 | Accounting | $37,821 |
MORNINGSTAR1 year 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 | $106,204 | $112,623-5.7% | $106,2130% | $199,593-46.8% |
| Participation rate | 96.7% | 86.2%+10.4pp | 75.3%+21.4pp | 72.0%+24.7pp |
| Annual return | 14.24% | 15.57%-1.3pp | 116.14%-101.9pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,433 | $4,575-46.8% | $3,171-23.3% | $3,034-19.8% |
| Participant deferral / active EE | $5,338 | $6,659-19.8% | $5,016+6.4% | $5,087+4.9% |
| Admin fee / account holder | $124 | $107+15.7% | $11,033-98.9% | $269-54.0% |