Filed September 30, 2020 (most recent of 3 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 | $38,175 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,206 |
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 | $76,421 | $98,982-22.8% | $162,163-52.9% | $65,185+17.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.59% | 24.84%-4.2pp | 115.59%-95.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $3,154 | $3,467-9.0% | $5,614-43.8% | $2,177+44.9% |
| Participant deferral / active EE | $4,771 | $5,384-11.4% | $7,298-34.6% | $3,514+35.8% |
| Admin fee / account holder | $265 | $596-55.5% | $10,843-97.6% | $847-68.7% |