Filed October 26, 2023 (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 | $69,378 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $27,797 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,871 | $106,028+27.2% | $146,958-8.2% | $77,643+73.7% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 17.00% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $4,680 | $4,063+15.2% | $4,933-5.1% | $2,726+71.7% |
| Participant deferral / active EE | $9,189 | $7,990+15.0% | $8,070+13.9% | $4,647+97.7% |
| Admin fee / account holder | $300 | $337-11.1% | $12,998-97.7% | $430-30.3% |