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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,169 |
Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $30,507 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $128,465 | $55,214+132.7% | $104,607+22.8% | $73,488+74.8% |
| Participation rate | 98.9% | 67.8%+31.0pp | 74.1%+24.8pp | 70.7%+28.2pp |
| Annual return | 12.79% | 24.79%-12.0pp | 340.46%-327.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $4,620 | $1,468+214.7% | $2,681+72.3% | $2,270+103.5% |
| Participant deferral / active EE | $4,284 | $2,925+46.5% | $3,740+14.6% | $3,740+14.6% |
| Admin fee / account holder | $281 | $424-33.6% | $6,473-95.7% | $513-45.1% |