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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,293 |
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 | $135,881 | $65,557+107.3% | $64,056+112.1% | $71,457+90.2% |
| Participation rate | 99.2% | 73.2%+26.0pp | 72.3%+26.9pp | 67.9%+31.2pp |
| Annual return | 12.77% | 18.94%-6.2pp | 33.69%-20.9pp | 28.85%-16.1pp |
| Employer contribution / active EE | $4,985 | $2,669+86.8% | $2,747+81.5% | $2,588+92.6% |
| Participant deferral / active EE | $9,787 | $3,626+169.9% | $3,880+152.2% | $4,289+128.2% |
| Admin fee / account holder | $186 | $616-69.7% | $3,068-93.9% | $1,587-88.3% |