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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,394 |
PRIME BENEFITS, INC.5 years Filed as: PRIME BENEFITS INC. Service code 13 | Contract Administrator | $21,474 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,000 |
PRIME BENEFITS, INC.1 year Service code 13 · EIN 52-2204662 | Contract Administrator | $2,200 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 99 · EIN 22-1211670 | Other Fees | $441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,713 | $60,989+88.1% | $60,874+88.4% | $66,914+71.4% |
| Participation rate | 96.7% | 74.5%+22.2pp | 73.1%+23.6pp | 69.8%+26.9pp |
| Annual return | -15.30% | -9.60%-5.7pp | 16.90%-32.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $4,000 | $2,661+50.3% | $2,701+48.1% | $2,544+57.2% |
| Participant deferral / active EE | $7,527 | $3,615+108.2% | $3,817+97.2% | $4,237+77.6% |
| Admin fee / account holder | $248 | $338-26.8% | $3,224-92.3% | $593-58.2% |