Filed December 22, 2022 (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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $82,068 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,606 |
BKD, LLP2 years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $11,330 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $65,837 | $45,382+45.1% | $154,107-57.3% | $75,289-12.6% |
| Participation rate | 95.6% | 65.9%+29.7pp | 83.0%+12.6pp | 72.4%+23.2pp |
| Annual return | -2.13% | -0.47%-1.7pp | 735.12%-737.3pp | -0.04%-2.1pp |
| Employer contribution / active EE | $3,053 | $1,533+99.2% | $5,298-42.4% | $2,405+27.0% |
| Participant deferral / active EE | $3,649 | $2,384+53.1% | $5,081-28.2% | $3,739-2.4% |
| Admin fee / account holder | $32 | $89-64.0% | $13,411-99.8% | $102-68.6% |