Filed May 7, 2018 (most recent of 7 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 37 · EIN 04-2647786 | Loan Processing | $159,991 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC. Service code 16 · EIN 42-1520346 | Consulting | $25,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $23,520 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,130 | $61,756-2.6% | $70,092-14.2% | $77,904-22.8% |
| Participation rate | 95.8% | 79.9%+15.9pp | 70.5%+25.3pp | 73.7%+22.1pp |
| Annual return | -17.67% | -11.86%-5.8pp | 190.73%-208.4pp | 12.21%-29.9pp |
| Employer contribution / active EE | $4,169 | $2,706+54.0% | $2,559+62.9% | $2,848+46.4% |
| Participant deferral / active EE | $4,651 | $3,977+17.0% | $3,849+20.9% | $4,806-3.2% |
| Admin fee / account holder | $86 | $101-15.1% | $6,267-98.6% | $133-35.1% |