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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,213 |
Service code 49 · EIN 52-2114207 | Other Services | $7,239 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $66,990 | $86,897-22.9% | $151,611-55.8% | $64,808+3.4% |
| Participation rate | 96.6% | 87.3%+9.3pp | 87.5%+9.1pp | 71.5%+25.1pp |
| Annual return | -14.68% | -3.57%-11.1pp | 3.33%-18.0pp | 32.82%-47.5pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,166-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,581 | $6,690-16.6% | $8,363-33.3% | $4,310+29.5% |
| Admin fee / account holder | $85 | $153-44.2% | $11,616-99.3% | $188-54.6% |