Filed November 4, 2021 (most recent of 2 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $642 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $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 | $38,511 | $45,324-15.0% | $122,332-68.5% | $69,631-44.7% |
| Participation rate | 91.6% | 59.9%+31.6pp | 71.6%+19.9pp | 70.7%+20.9pp |
| Annual return | 15.97% | 25.35%-9.4pp | 30.27%-14.3pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,010 | $1,230-17.8% | $4,050-75.1% | $2,032-50.3% |
| Participant deferral / active EE | $2,563 | $2,367+8.3% | $3,287-22.0% | $3,224-20.5% |
| Admin fee / account holder | $28 | $87-67.9% | $5,478-99.5% | $110-74.7% |