Filed November 3, 2017
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,409 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,320 | $25,165-51.0% | $73,545-83.2% | $77,958-84.2% |
| Participation rate | 92.0% | 36.6%+55.4pp | 54.9%+37.1pp | 71.6%+20.3pp |
| Annual return | 18.99% | 18.12%+0.9pp | -15.16%+34.2pp | 20.87%-1.9pp |
| Employer contribution / active EE | $401 | $395+1.5% | $1,219-67.1% | $2,310-82.6% |
| Participant deferral / active EE | $1,377 | $898+53.4% | $1,806-23.8% | $3,537-61.1% |
| Admin fee / account holder | $50 | $76-33.3% | $2,320-97.8% | $97-48.2% |