Filed December 13, 2021 (most recent of 14 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 15 · EIN 42-0127290 | Recordkeeping | $141,526 |
SUMMIT FIDUCIARY GROUP2 years Service code 25 · EIN 92-3858998 | Directed Trustee | $120,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON LLP- AUDIT FEE Service code 10 · EIN 33-6055558 | Accounting | $21,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,774 | $111,072+233.8% | $156,263+137.3% | $102,872+260.4% |
| Participation rate | 99.7% | 80.1%+19.6pp | 78.9%+20.8pp | 73.0%+26.7pp |
| Annual return | 16.83% | 16.98%-0.1pp | 59.47%-42.6pp | 19.06%-2.2pp |
| Employer contribution / active EE | $13,446 | $4,017+234.7% | $4,333+210.3% | $3,526+281.3% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $6,158-100.0% | $5,535-100.0% |
| Admin fee / account holder | $79 | $120-34.3% | $14,255-99.4% | $292-72.9% |