Filed October 18, 2022 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,593 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,531 |
BENING, RAYMOND L.3+ years Service code 49 801 GRAND AVE STE 240 · DES MOINES, IA 503098001 | Other Services | $1,389 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $119,341 | $47,448+151.5% | $94,993+25.6% | $62,292+91.6% |
| Participation rate | 97.6% | 66.5%+31.1pp | 73.9%+23.7pp | 69.5%+28.1pp |
| Annual return | 17.50% | 22.64%-5.1pp | 27.12%-9.6pp | 28.90%-11.4pp |
| Employer contribution / active EE | $4,770 | $1,300+266.9% | $2,603+83.2% | $2,042+133.6% |
| Participant deferral / active EE | $3,233 | $2,375+36.2% | $3,317-2.5% | $3,169+2.0% |
| Admin fee / account holder | $19 | $434-95.6% | $4,960-99.6% | $479-96.0% |