Filed December 16, 2019 (most recent of 3 filings on file)
Total covered: 56 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 | $46,818 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $27,585 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,029 | $80,753+32.5% | $136,294-21.5% | $62,292+71.8% |
| Participation rate | 97.2% | 73.5%+23.6pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 21.73% | 35.83%-14.1pp | 5155.94%-5134.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $1,400 | $2,884-51.4% | $4,695-70.2% | $2,042-31.4% |
| Participant deferral / active EE | $6,961 | $5,164+34.8% | $6,247+11.4% | $3,169+119.7% |
| Admin fee / account holder | $296 | $525-43.6% | $9,243-96.8% | $479-38.2% |