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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,245 |
WILSHIRE ASSOCIATES INCORPORATED7+ years 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 | $82,960 | $111,491-25.6% | $189,513-56.2% | $86,799-4.4% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.8%+8.4pp | 72.3%+23.9pp |
| Annual return | 17.89% | 83.50%-65.6pp | 555.15%-537.3pp | 97.91%-80.0pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,866 | $6,437-24.4% | $8,221-40.8% | $4,131+17.8% |
| Admin fee / account holder | $104 | $189-44.9% | $12,045-99.1% | $170-38.7% |