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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $549,825 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $67,500 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $45,000 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $29,638 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | 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 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 | $61,896 | $100,179-38.2% | $84,015-26.3% | $89,569-30.9% |
| Participation rate | 50.6% | 54.1%-3.5pp | 69.0%-18.4pp | 69.6%-18.9pp |
| Annual return | 22.30% | 22.50%-0.2pp | 71.31%-49.0pp | 34.56%-12.3pp |
| Employer contribution / active EE | $623 | $816-23.7% | $1,983-68.6% | $2,584-75.9% |
| Participant deferral / active EE | $1,510 | $1,459+3.5% | $3,239-53.4% | $4,220-64.2% |
| Admin fee / account holder | $84 | $72+16.1% | $6,101-98.6% | $72+16.9% |