Filed November 23, 2022 (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 | $108,191 |
MERCER7 years Service code 11 · EIN 13-2934414 | Actuarial | $37,331 |
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.
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 | $3,299,877-100.0% | $381,452-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 33.3%-33.3pp | 2.3%-2.3pp |
| Annual return | -6.85% | 37.74%-44.6pp | 7.47%-14.3pp | 37.74%-44.6pp |
| Employer contribution / active EE | $15,901 | $15,781+0.8% | $44,557-64.3% | $15,781+0.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $182-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $3,849-100.0% | $9,287-100.0% |