Filed October 1, 2020
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,790 |
LTSP, INC.1 year Filed as: LTSP INC. Service code 10 4685 MACARTHUR COURT SUITE 300 · NEWPORT BEACH, CA 92660 | Accounting | $13,000 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $12,776 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,997 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,975 | $65,118+36.6% | $76,768+15.9% | $55,725+59.7% |
| Participation rate | 95.9% | 79.6%+16.3pp | 77.0%+18.9pp | 70.9%+25.0pp |
| Annual return | -10.63% | -1.27%-9.4pp | 2.43%-13.1pp | 244.93%-255.6pp |
| Employer contribution / active EE | $3,710 | $1,941+91.2% | $2,485+49.3% | $2,078+78.5% |
| Participant deferral / active EE | $8,615 | $3,688+133.6% | $3,852+123.7% | $3,356+156.7% |
| Admin fee / account holder | $235 | $116+103.1% | $6,675-96.5% | $115+104.3% |