Filed March 11, 2025 (most recent of 5 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $891,368 |
IIC1+ years Service code 17 · EIN 81-0635433 | Pension Consulting | $25,000 |
BNKJ1+ years Service code 10 · EIN 58-0942047 | Accounting | $14,500 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $48,448 | $69,651-30.4% | $63,517-23.7% | $69,651-30.4% |
| Participation rate | 94.1% | 66.6%+27.5pp | 71.0%+23.0pp | 66.6%+27.5pp |
| Annual return | -0.37% | 53.77%-54.1pp | -70.30%+69.9pp | 53.77%-54.1pp |
| Employer contribution / active EE | $969 | $2,241-56.8% | $2,322-58.3% | $2,241-56.8% |
| Participant deferral / active EE | $2,551 | $3,635-29.8% | $2,953-13.6% | $3,635-29.8% |
| Admin fee / account holder | $43 | $63-31.9% | $5,892-99.3% | $63-31.9% |