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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,441 |
Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $11,703 |
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 | $33,537 | $52,293-35.9% | $178,490-81.2% | $73,409-54.3% |
| Participation rate | 99.0% | 65.3%+33.6pp | 81.9%+17.0pp | 72.2%+26.8pp |
| Annual return | 12.07% | 34.75%-22.7pp | 151.07%-139.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $2,981 | $1,735+71.8% | $5,011-40.5% | $2,234+33.5% |
| Participant deferral / active EE | $4,115 | $2,332+76.4% | $5,202-20.9% | $3,805+8.1% |
| Admin fee / account holder | $226 | $127+77.8% | $13,984-98.4% | $158+43.4% |