Filed January 10, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,200 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,499 | $80,005-31.9% | $140,016-61.1% | $55,725-2.2% |
| Participation rate | 82.8% | 87.0%-4.2pp | 87.5%-4.7pp | 70.9%+12.0pp |
| Annual return | -4.84% | 0.46%-5.3pp | 651.12%-656.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,223 | $5,264-38.8% | $6,927-53.5% | $3,356-4.0% |
| Admin fee / account holder | $5 | $116-95.5% | $10,705-100.0% | $115-95.5% |