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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,438 |
Service code 49 · EIN 52-2114207 | Other Services | $7,256 |
MORNINGSTAR3 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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,107 | $129,021-38.7% | $184,203-57.1% | $77,643+1.9% |
| Participation rate | 98.2% | 87.3%+10.9pp | 86.8%+11.4pp | 70.6%+27.6pp |
| Annual return | 13.65% | 33.27%-19.6pp | 28.81%-15.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $213 | $4,413-95.2% | $6,427-96.7% | $2,726-92.2% |
| Participant deferral / active EE | $6,131 | $7,297-16.0% | $9,131-32.9% | $4,647+31.9% |
| Admin fee / account holder | $88 | $254-65.5% | $13,901-99.4% | $430-79.6% |