Filed September 6, 2023
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 | Other Services | $16,261 |
Filed as: PRINCIAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $14,241 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VANTAGEN Service code 15 · EIN 23-2932984 | Recordkeeping | $5,777 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VANTAGEN, LLC Service code 15 | Recordkeeping | $2,157 |
TIAA5 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $50 |
Filed as: PRINCIPAL SECURITIES Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 92-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,932 | $55,415-31.5% | $155,509-75.6% | $74,495-49.1% |
| Participation rate | 80.2% | 61.9%+18.3pp | 78.2%+2.1pp | 67.2%+13.0pp |
| Annual return | 11.83% | 268.50%-256.7pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $605 | $2,267-73.3% | $4,672-87.0% | $2,623-76.9% |
| Participant deferral / active EE | $3,294 | $2,836+16.2% | $5,626-41.4% | $4,346-24.2% |
| Admin fee / account holder | $81 | $1,738-95.3% | $15,912-99.5% | $1,942-95.8% |