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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,268 |
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 | $165,716 | $69,763+137.5% | $67,502+145.5% | $74,495+122.5% |
| Participation rate | 96.6% | 71.4%+25.3pp | 72.9%+23.8pp | 67.2%+29.4pp |
| Annual return | 16.46% | -40.34%+56.8pp | 3512.12%-3495.7pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $5,271 | $2,704+94.9% | $2,731+93.0% | $2,623+100.9% |
| Participant deferral / active EE | $10,440 | $3,636+187.2% | $4,000+161.0% | $4,346+140.2% |
| Admin fee / account holder | $208 | $896-76.8% | $3,998-94.8% | $1,942-89.3% |