Filed December 10, 2020 (most recent of 3 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 |
|---|---|---|
BENING, RAYMOND L.1+ years Service code 49 801 GRAND AVE STE 240 · DES MOINES, IA 503098001 | Other Services | $1,699 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,447 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,926 | $70,667+59.8% | $123,104-8.3% | $52,331+115.8% |
| Participation rate | 97.7% | 83.7%+14.0pp | 86.8%+10.9pp | 68.1%+29.6pp |
| Annual return | 0.65% | 6.23%-5.6pp | 13.22%-12.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $4,516 | $2,946+53.3% | $5,151-12.3% | $1,882+140.0% |
| Participant deferral / active EE | $7,858 | $4,493+74.9% | $6,230+26.1% | $3,022+160.0% |
| Admin fee / account holder | $10 | $506-98.0% | $9,015-99.9% | $592-98.3% |