Filed August 26, 2019 (most recent of 3 filings on file)
Total covered: 6 employees
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,082 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $43,009 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,516 | $131,799-9.3% | $200,582-40.4% | $85,563+39.7% |
| Participation rate | 96.3% | 87.9%+8.4pp | 86.9%+9.5pp | 66.0%+30.4pp |
| Annual return | 18.80% | 21.59%-2.8pp | 42.33%-23.5pp | 31.51%-12.7pp |
| Employer contribution / active EE | $3,293 | $4,532-27.3% | $6,419-48.7% | $2,654+24.1% |
| Participant deferral / active EE | $5,887 | $7,702-23.6% | $9,331-36.9% | $4,375+34.6% |
| Admin fee / account holder | $267 | $235+13.7% | $16,305-98.4% | $834-68.0% |