Filed September 1, 2022 (most recent of 6 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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $572,031 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $87,343 |
SWIRE COCA COLA1 year Service code 29 · EIN 87-0424812 | Legal | $18,062 |
STOEL RIVES LLP1 year Service code 29 · EIN 93-0408771 | Legal | $10,300 |
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 | $54,572 | $117,739-53.7% | $91,541-40.4% | $117,739-53.7% |
| Participation rate | 95.5% | 76.6%+18.9pp | 69.8%+25.7pp | 76.6%+18.9pp |
| Annual return | 18.56% | 17.29%+1.3pp | 20.50%-1.9pp | 17.29%+1.3pp |
| Employer contribution / active EE | $2,814 | $3,746-24.9% | $2,505+12.4% | $3,746-24.9% |
| Participant deferral / active EE | $4,574 | $6,128-25.4% | $4,008+14.1% | $6,128-25.4% |
| Admin fee / account holder | $91 | $112-19.0% | $6,956-98.7% | $112-19.0% |