Filed March 28, 2023 (most recent of 3 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 | $112,614 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $36,513 |
PRIME BENEFITS, INC.2 years Filed as: PRIME BENEFITS INC. Service code 13 · EIN 52-2204662 | Contract Administrator | $22,234 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $8,357 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $540 |
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 | $115,034 | $60,795+89.2% | $69,455+65.6% | $65,185+76.5% |
| Participation rate | 94.3% | 74.9%+19.4pp | 74.6%+19.7pp | 70.2%+24.1pp |
| Annual return | 19.76% | 17.46%+2.3pp | 28.97%-9.2pp | 29.38%-9.6pp |
| Employer contribution / active EE | $4,661 | $2,452+90.1% | $2,779+67.7% | $2,177+114.1% |
| Participant deferral / active EE | $7,474 | $3,162+136.4% | $3,535+111.4% | $3,514+112.7% |
| Admin fee / account holder | $295 | $314-5.9% | $3,839-92.3% | $847-65.2% |