Filed January 30, 2023 (most recent of 6 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,394 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $85,956 | $81,537+5.4% | $149,718-42.6% | $69,631+23.4% |
| Participation rate | 92.2% | 86.1%+6.1pp | 87.1%+5.1pp | 70.7%+21.5pp |
| Annual return | 19.73% | 22.79%-3.1pp | 1501.63%-1481.9pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $1,981 | $3,239-38.8% | $5,445-63.6% | $2,032-2.5% |
| Participant deferral / active EE | $4,057 | $4,994-18.8% | $6,569-38.2% | $3,224+25.8% |
| Admin fee / account holder | $27 | $107-74.8% | $11,283-99.8% | $110-75.6% |