Filed November 18, 2022 (most recent of 4 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,747 |
INVESTMENT ADVISOR OPERATIONS1+ years Filed as: INVESTMENT ADVISOR OPS Service code 27 · EIN 41-1416330 | Advisory (Plan) | $20,624 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,576 |
POLLARD & ASSOCIATES, INC.2+ years Service code 15 · EIN 52-0909772 | Recordkeeping | $9,802 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,163 | $36,916-61.6% | $156,549-91.0% | $57,658-75.4% |
| Participation rate | 94.0% | 63.4%+30.6pp | 84.0%+10.0pp | 70.2%+23.8pp |
| Annual return | 4.28% | 12.38%-8.1pp | 32.23%-27.9pp | 5.13%-0.9pp |
| Employer contribution / active EE | $1,688 | $1,571+7.5% | $5,501-69.3% | $1,974-14.5% |
| Participant deferral / active EE | $1,651 | $1,926-14.3% | $4,871-66.1% | $3,061-46.1% |
| Admin fee / account holder | $139 | $82+69.0% | $13,027-98.9% | $95+47.5% |