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 | $525,145 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $146,685 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $29,715 |
MMA SECURITIES LLC1 year Service code 28 · EIN 22-3570392 | Investment Management | $22,264 |
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 | $118,790 | $112,623+5.5% | $106,213+11.8% | $199,593-40.5% |
| Participation rate | 97.5% | 86.2%+11.2pp | 75.3%+22.2pp | 72.0%+25.5pp |
| Annual return | 16.16% | 15.57%+0.6pp | 116.14%-100.0pp | 34.25%-18.1pp |
| Employer contribution / active EE | $5,416 | $4,575+18.4% | $3,171+70.8% | $3,034+78.5% |
| Participant deferral / active EE | $6,425 | $6,659-3.5% | $5,016+28.1% | $5,087+26.3% |
| Admin fee / account holder | $122 | $107+14.1% | $11,033-98.9% | $269-54.6% |