Filed December 3, 2019 (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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $170,394 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $25,181 |
CROWE LLP6+ years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $19,819 |
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 | $93,770 | $112,623-16.7% | $106,213-11.7% | $199,593-53.0% |
| Participation rate | 98.0% | 86.2%+11.8pp | 75.3%+22.8pp | 72.0%+26.1pp |
| Annual return | 14.03% | 15.57%-1.5pp | 116.14%-102.1pp | 34.25%-20.2pp |
| Employer contribution / active EE | $3,703 | $4,575-19.1% | $3,171+16.7% | $3,034+22.0% |
| Participant deferral / active EE | $5,342 | $6,659-19.8% | $5,016+6.5% | $5,087+5.0% |
| Admin fee / account holder | $130 | $107+21.3% | $11,033-98.8% | $269-51.7% |