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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $252,803 |
Filed as: INVESTMENT CONSULTANTS Service code 49 · EIN 36-3803240 | Other Services | $50,000 |
GREATBANC TRUST COMPANY4 years Service code 21 801 WARRENVILLE ROAD · LISLE, IL 60532 | Bank Trustee | $41,200 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $12,551 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $190,309 | $100,801+88.8% | $149,696+27.1% | $73,409+159.2% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 5.03% | 265.34%-260.3pp | 276.60%-271.6pp | 59.29%-54.3pp |
| Employer contribution / active EE | $4,255 | $3,312+28.5% | $4,644-8.4% | $2,234+90.5% |
| Participant deferral / active EE | $8,405 | $6,404+31.2% | $6,842+22.9% | $3,805+120.9% |
| Admin fee / account holder | $254 | $181+40.5% | $9,309-97.3% | $158+60.9% |