Filed April 26, 2024 (most recent of 5 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $469,446 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $100,000 |
BKD, LLP5+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $13,898 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,677 | $47,456+30.0% | $172,739-64.3% | $77,787-20.7% |
| Participation rate | 97.8% | 66.3%+31.6pp | 82.6%+15.2pp | 73.2%+24.6pp |
| Annual return | 21.88% | 35.57%-13.7pp | 802.84%-781.0pp | 32.57%-10.7pp |
| Employer contribution / active EE | $3,635 | $1,574+130.9% | $5,143-29.3% | $2,504+45.2% |
| Participant deferral / active EE | $5,238 | $2,560+104.7% | $5,198+0.8% | $3,967+32.0% |
| Admin fee / account holder | $160 | $81+97.9% | $13,954-98.9% | $100+59.9% |