Filed September 13, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $327,294 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $49,257 |
REDPATH AND COMPANY4 years Filed as: REDPATH & CO Service code 10 · EIN 15-0428714 | Accounting | $16,200 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 41-1567437 | Advisory (Plan) | $12,651 |
US BANK4 years Service code 28 · EIN 31-0841363 | Investment Management | $6,323 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $179,727 | $66,051+172.1% | $92,893+93.5% | $77,787+131.1% |
| Participation rate | 97.3% | 81.0%+16.4pp | 76.0%+21.3pp | 73.2%+24.1pp |
| Annual return | 83.07% | 20.69%+62.4pp | 109.41%-26.3pp | 32.57%+50.5pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,653-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $54 | $148-63.4% | $5,794-99.1% | $100-45.9% |