Filed November 22, 2021 (most recent of 2 filings on file)
Total covered: 45 employees
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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,220 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $19,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,100 | $122,239-27.1% | $184,200-51.6% | $74,546+19.5% |
| Participation rate | 98.8% | 85.5%+13.3pp | 86.8%+12.0pp | 67.2%+31.6pp |
| Annual return | 18.31% | 19.95%-1.6pp | 28.80%-10.5pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $4,074 | $4,537-10.2% | $6,424-36.6% | $2,624+55.2% |
| Participant deferral / active EE | $8,608 | $7,139+20.6% | $9,132-5.7% | $4,347+98.0% |
| Admin fee / account holder | $232 | $1,260-81.5% | $13,907-98.3% | $1,944-88.0% |