Filed November 14, 2019
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: INVESTMENT CONSULTANTS Service code 49 · EIN 36-3803240 | Other Services | $50,000 |
GREATBANC TRUST COMPANY2 years Service code 21 801 WARRENVILLE ROAD · LISLE, IL 60532 | Bank Trustee | $18,829 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,197 |
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 | $154,492 | $75,388+104.9% | $123,544+25.0% | $55,725+177.2% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.3%+14.0pp | 70.9%+25.4pp |
| Annual return | 5.42% | 4.48%+0.9pp | 119.20%-113.8pp | 244.93%-239.5pp |
| Employer contribution / active EE | $3,963 | $3,063+29.4% | $4,628-14.4% | $2,078+90.7% |
| Participant deferral / active EE | $7,439 | $5,651+31.7% | $6,426+15.8% | $3,356+121.7% |
| Admin fee / account holder | $11 | $120-90.8% | $9,284-99.9% | $115-90.5% |