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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $267,745 |
Filed as: INVESTMENT CONSULTANTS Service code 49 · EIN 36-3803240 | Other Services | $50,000 |
SMITHBUCKLIN7 years Service code 49 · EIN 41-2078828 | Other Services | $38,945 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,075 | $82,202+128.8% | $125,339+50.1% | $64,808+190.2% |
| Participation rate | 98.3% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | 3.94% | 3.48%+0.5pp | 572.05%-568.1pp | 32.82%-28.9pp |
| Employer contribution / active EE | $4,349 | $3,615+20.3% | $4,814-9.7% | $2,506+73.6% |
| Participant deferral / active EE | $8,407 | $7,175+17.2% | $7,446+12.9% | $4,310+95.1% |
| Admin fee / account holder | $246 | $163+50.5% | $10,010-97.5% | $188+30.8% |