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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,786 |
PRIME BENEFITS, INC.3 years Filed as: PRIME BENEFITS INC. Service code 13 · EIN 52-2204662 | Contract Administrator | $33,225 |
Filed as: FIDUCIARY PLAN CONSULTANTS, LLC Service code 27 · EIN 47-1186155 | Advisory (Plan) | $20,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $480 |
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 | $131,589 | $65,322+101.4% | $70,449+86.8% | $73,488+79.1% |
| Participation rate | 92.8% | 77.0%+15.8pp | 75.1%+17.7pp | 70.7%+22.1pp |
| Annual return | 13.01% | 15.71%-2.7pp | 109.03%-96.0pp | 28.51%-15.5pp |
| Employer contribution / active EE | $4,056 | $2,460+64.9% | $2,737+48.2% | $2,270+78.7% |
| Participant deferral / active EE | $7,430 | $3,375+120.2% | $3,709+100.3% | $3,740+98.7% |
| Admin fee / account holder | $253 | $214+18.2% | $3,845-93.4% | $513-50.7% |