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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,910 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,809 | $74,706+101.9% | $75,696+99.2% | $79,386+90.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 31.28% | 18.52%+12.8pp | 104.53%-73.2pp | 116.85%-85.6pp |
| Employer contribution / active EE | $4,836 | $2,590+86.7% | $2,743+76.3% | $2,427+99.2% |
| Participant deferral / active EE | $9,299 | $3,533+163.2% | $3,821+143.3% | $4,046+129.8% |
| Admin fee / account holder | $195 | $374-48.0% | $3,619-94.6% | $626-68.9% |