Filed June 20, 2018 (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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $333,507 |
MERCER9 years Service code 11 · EIN 13-2934414 | Actuarial | $126,541 |
SPENCER FANE LLP1 year Filed as: SPENCER FANE Service code 29 · EIN 44-0561981 | Legal | $10,526 |
See 1 actuary disclosure. $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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.17% | 9.22%-4.1pp | 1.35%+3.8pp | 9.22%-4.1pp |
| Employer contribution / active EE | $10,161 | $13,567-25.1% | $35,483-71.4% | $13,567-25.1% |
| Participant deferral / active EE | $0 | $575-100.0% | $386-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |