Filed June 26, 2019 (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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,898 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $95,136 | $57,976+64.1% | $62,995+51.0% | $62,292+52.7% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.8%+24.4pp | 69.5%+29.7pp |
| Annual return | 11.96% | 17.54%-5.6pp | 87.57%-75.6pp | 28.90%-16.9pp |
| Employer contribution / active EE | $4,076 | $2,415+68.8% | $2,759+47.7% | $2,042+99.6% |
| Participant deferral / active EE | $8,223 | $2,956+178.2% | $3,329+147.0% | $3,169+159.5% |
| Admin fee / account holder | $126 | $276-54.3% | $3,600-96.5% | $479-73.7% |