Filed December 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 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 | $86,751 |
MULTNOMAH GROUP10+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $28,304 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,446 | $62,688-0.4% | $178,014-64.9% | $77,671-19.6% |
| Participation rate | 98.8% | 66.9%+31.9pp | 77.1%+21.7pp | 70.6%+28.2pp |
| Annual return | 13.76% | 16.16%-2.4pp | 294.80%-281.0pp | 31.21%-17.4pp |
| Employer contribution / active EE | $4,124 | $1,912+115.7% | $3,950+4.4% | $2,726+51.3% |
| Participant deferral / active EE | $6,013 | $4,224+42.4% | $6,276-4.2% | $4,648+29.4% |
| Admin fee / account holder | $146 | $386-62.2% | $10,362-98.6% | $430-66.1% |