Filed September 2, 2021 (most recent of 5 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 7-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $174,705 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,656 | $80,005+84.6% | $140,016+5.5% | $55,725+165.0% |
| Participation rate | 96.4% | 87.0%+9.4pp | 87.5%+8.9pp | 70.9%+25.5pp |
| Annual return | -7.41% | 0.46%-7.9pp | 651.12%-658.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $3,919 | $3,403+15.2% | $5,606-30.1% | $2,078+88.6% |
| Participant deferral / active EE | $8,161 | $5,264+55.0% | $6,927+17.8% | $3,356+143.2% |
| Admin fee / account holder | $128 | $116+11.1% | $10,705-98.8% | $115+11.5% |