Filed June 8, 2022 (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 5-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 | $67,550 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,828 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,529 | $57,831+49.6% | $82,389+5.0% | $85,563+1.1% |
| Participation rate | 93.0% | 55.0%+38.0pp | 69.5%+23.4pp | 66.0%+27.0pp |
| Annual return | 14.79% | 17.86%-3.1pp | 28.67%-13.9pp | 31.51%-16.7pp |
| Employer contribution / active EE | $2,186 | $1,643+33.0% | $2,517-13.2% | $2,654-17.6% |
| Participant deferral / active EE | $7,101 | $3,118+127.7% | $4,155+70.9% | $4,375+62.3% |
| Admin fee / account holder | $189 | $1,391-86.4% | $7,231-97.4% | $834-77.3% |