Filed September 2, 2021 (most recent of 5 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 3-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 GLOBAL INVESTORS Service code 27 · EIN 42-1238567 | Advisory (Plan) | $6,002,958 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,940,772 |
Filed as: STATE STREET Service code 16 · EIN 04-1867445 | Consulting | $171,519 |
IDC1 year Service code 49 · EIN 13-3668779 | Other Services | $25,325 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 18.44% | 9.90%+8.5pp | 12.68%+5.8pp | 13.18%+5.3pp |
| Employer contribution / active EE | $4,304 | $7,519-42.8% | $41,588-89.7% | $8,469-49.2% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |