Filed January 2, 2019
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 | $21,367 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,923 |
WITZEL, LAWRENCE W.3+ years Service code 49 200 2ND AVE SE · CEDAR RAPIDS, IA 524011241 | Other Services | $11,689 |
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 | $98,966 | $71,192+39.0% | $117,854-16.0% | $62,292+58.9% |
| Participation rate | 89.6% | 74.2%+15.4pp | 79.7%+9.9pp | 69.5%+20.1pp |
| Annual return | 17.70% | 18.66%-1.0pp | 335.08%-317.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,660 | $1,934-14.1% | $3,786-56.1% | $2,042-18.7% |
| Participant deferral / active EE | $3,651 | $3,189+14.5% | $4,482-18.5% | $3,169+15.2% |
| Admin fee / account holder | $112 | $587-80.8% | $8,020-98.6% | $479-76.5% |