Filed January 8, 2021 (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 9-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 | $7,871 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,005 | $62,603+2.2% | $104,294-38.6% | $66,914-4.3% |
| Participation rate | 93.2% | 59.6%+33.6pp | 73.3%+19.9pp | 69.8%+23.4pp |
| Annual return | -16.84% | -14.70%-2.1pp | 24.61%-41.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $4,403 | $1,972+123.3% | $3,372+30.6% | $2,544+73.1% |
| Participant deferral / active EE | $5,842 | $2,853+104.8% | $4,625+26.3% | $4,237+37.9% |
| Admin fee / account holder | $52 | $656-92.1% | $7,339-99.3% | $593-91.2% |