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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,630 |
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 | $186,536 | $67,984+174.4% | $65,493+184.8% | $74,304+151.0% |
| Participation rate | 97.4% | 66.3%+31.1pp | 73.1%+24.3pp | 60.3%+37.1pp |
| Annual return | 12.69% | 19.87%-7.2pp | 982.45%-969.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $5,156 | $2,491+106.9% | $2,574+100.3% | $2,241+130.0% |
| Participant deferral / active EE | $11,188 | $3,346+234.3% | $3,961+182.5% | $3,767+197.0% |
| Admin fee / account holder | $234 | $1,373-83.0% | $5,028-95.4% | $2,969-92.1% |