Filed December 8, 2017 (most recent of 4 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $707,841 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $90,000 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $47,292 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,497 | $57,150+14.6% | $93,606-30.0% | $106,382-38.4% |
| Participation rate | 43.3% | 49.1%-5.8pp | 68.7%-25.4pp | 69.9%-26.6pp |
| Annual return | 14.83% | 15.81%-1.0pp | 133.20%-118.4pp | 17.37%-2.5pp |
| Employer contribution / active EE | $523 | $1,015-48.5% | $2,420-78.4% | $3,364-84.4% |
| Participant deferral / active EE | $1,490 | $1,853-19.6% | $4,411-66.2% | $5,569-73.2% |
| Admin fee / account holder | $71 | $64+10.5% | $8,285-99.1% | $79-10.2% |