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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,779 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $104,988 | $55,002+90.9% | $59,878+75.3% | $56,287+86.5% |
| Participation rate | 97.6% | 75.9%+21.6pp | 74.7%+22.9pp | 69.9%+27.7pp |
| Annual return | 9.45% | 1.13%+8.3pp | 3.46%+6.0pp | -9.96%+19.4pp |
| Employer contribution / active EE | $4,929 | $2,448+101.4% | $2,722+81.1% | $2,111+133.5% |
| Participant deferral / active EE | $8,198 | $3,121+162.7% | $3,402+141.0% | $3,350+144.7% |
| Admin fee / account holder | $142 | $236-39.6% | $3,590-96.0% | $521-72.7% |