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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $284,648 |
SMITHBUCKLIN8 years Service code 49 · EIN 41-2078828 | Other Services | $99,652 |
Filed as: INVESTMENT CONSULTANTS Service code 49 · EIN 36-3803240 | Other Services | $50,000 |
MORNINGSTAR2 years 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 | $218,382 | $95,274+129.2% | $135,903+60.7% | $74,419+193.5% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.3pp |
| Annual return | 20.54% | 32.77%-12.2pp | 68.23%-47.7pp | 34.38%-13.8pp |
| Employer contribution / active EE | $4,934 | $3,874+27.3% | $4,856+1.6% | $2,637+87.1% |
| Participant deferral / active EE | $9,131 | $7,782+17.3% | $7,758+17.7% | $4,528+101.7% |
| Admin fee / account holder | $259 | $266-2.8% | $10,762-97.6% | $348-25.6% |