Filed February 18, 2022
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 | $16,279 |
Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $9,755 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,106 | $52,953-60.1% | $172,739-87.8% | $65,185-67.6% |
| Participation rate | 74.2% | 66.2%+8.0pp | 82.6%-8.4pp | 70.2%+4.0pp |
| Annual return | 18.92% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $3,431 | $2,190+56.7% | $5,143-33.3% | $2,177+57.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $139 | $472-70.5% | $13,954-99.0% | $847-83.6% |