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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,803 |
Filed as: GREENSPRING ADVISORS, LL Service code 27 · EIN 20-1611389 | Advisory (Plan) | $11,250 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $3,750 |
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 | $20,581 | $37,196-44.7% | $154,107-86.6% | $55,725-63.1% |
| Participation rate | 98.7% | 64.1%+34.6pp | 83.0%+15.7pp | 70.9%+27.9pp |
| Annual return | -6.46% | 1319.68%-1326.1pp | 735.12%-741.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,117 | $1,614+31.1% | $5,298-60.0% | $2,078+1.9% |
| Participant deferral / active EE | $2,571 | $2,068+24.3% | $5,081-49.4% | $3,356-23.4% |
| Admin fee / account holder | $186 | $102+82.9% | $13,411-98.6% | $115+61.3% |