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 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 FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $11,113 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $381,452-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 12.4%-12.4pp |
| Annual return | -7.01% | 1.58%-8.6pp | 7.47%-14.5pp | 9.89%-16.9pp |
| Employer contribution / active EE | $15,000 | $9,266+61.9% | $44,557-66.3% | $14,313+4.8% |
| Participant deferral / active EE | $0 | $431-100.0% | $182-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $3,849-100.0% | $9,084-100.0% |