Filed August 3, 2023
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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $31,855 |
Filed as: DESCHUTES INVESTMENT Service code 27 · EIN 27-3525757 200 SW MARKET ST #550 · PORTLAND, OR 97201 | Advisory (Plan) | $23,322 |
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 | $28,307 | $50,982-44.5% | $154,803-81.7% | $85,563-66.9% |
| Participation rate | 77.9% | 59.8%+18.1pp | 78.1%-0.2pp | 66.0%+11.9pp |
| Annual return | 13.52% | 30.35%-16.8pp | 58.88%-45.4pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,292 | $1,708-24.4% | $4,305-70.0% | $2,654-51.3% |
| Participant deferral / active EE | $3,192 | $2,474+29.0% | $5,540-42.4% | $4,375-27.1% |
| Admin fee / account holder | $101 | $846-88.1% | $14,329-99.3% | $834-87.9% |