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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,619 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $112,885 | $60,795+85.7% | $69,455+62.5% | $65,185+73.2% |
| Participation rate | 99.2% | 74.9%+24.3pp | 74.6%+24.6pp | 70.2%+29.0pp |
| Annual return | 6.44% | 17.46%-11.0pp | 28.97%-22.5pp | 29.38%-22.9pp |
| Employer contribution / active EE | $5,147 | $2,452+109.9% | $2,779+85.2% | $2,177+136.5% |
| Participant deferral / active EE | $8,967 | $3,162+183.6% | $3,535+153.6% | $3,514+155.2% |
| Admin fee / account holder | $155 | $314-50.7% | $3,839-96.0% | $847-81.7% |