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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,192 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,640 | $60,989+99.4% | $60,874+99.8% | $66,914+81.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -14.12% | -9.60%-4.5pp | 16.90%-31.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $5,251 | $2,661+97.4% | $2,701+94.4% | $2,544+106.4% |
| Participant deferral / active EE | $9,772 | $3,615+170.3% | $3,817+156.0% | $4,237+130.6% |
| Admin fee / account holder | $210 | $338-38.0% | $3,224-93.5% | $593-64.6% |