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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,103 |
Service code 49 · EIN 52-2114207 | Other Services | $6,836 |
MORNINGSTAR2 years 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 | $77,319 | $100,227-22.9% | $169,993-54.5% | $74,419+3.9% |
| Participation rate | 96.0% | 87.3%+8.7pp | 87.0%+9.0pp | 70.7%+25.3pp |
| Annual return | 16.79% | 66.08%-49.3pp | 53.37%-36.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,916 | $7,143-17.2% | $10,408-43.2% | $4,528+30.6% |
| Admin fee / account holder | $89 | $234-62.2% | $12,815-99.3% | $348-74.5% |