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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,027 |
Filed as: GREENSPRING WEALTH MGMT Service code 27 · EIN 20-1611389 | Advisory (Plan) | $13,750 |
Filed as: INVESTMENT ADVISOR OP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $5,000 |
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 | $19,351 | $46,173-58.1% | $170,442-88.6% | $69,631-72.2% |
| Participation rate | 98.8% | 63.9%+34.9pp | 83.6%+15.2pp | 70.7%+28.2pp |
| Annual return | 14.70% | 21.62%-6.9pp | 205.93%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $1,961 | $1,610+21.8% | $5,433-63.9% | $2,032-3.5% |
| Participant deferral / active EE | $2,137 | $2,080+2.7% | $4,939-56.7% | $3,224-33.7% |
| Admin fee / account holder | $166 | $116+42.8% | $13,880-98.8% | $110+49.9% |