Filed February 7, 2020
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 | $296,764 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 1 NEW YORK PLAZA, FLOOR 12 · NEW YORK, NY 100041901 | Advisory (Plan) | $70,000 |
ACTUARIAL BENEFITS CORP7 years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 · EIN 20-1054428 2790 SKYPARD DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $18,544 |
WRIGHT FORD YOUNG & CO6 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 | Accounting | $15,000 |
WRIGHT FORD YOUNG & CO6 years Filed as: WRIGHT FORD YOUNG Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $72,471 | $104,631-30.7% | $98,439-26.4% | $80,160-9.6% |
| Participation rate | 68.7% | 87.5%-18.8pp | 75.2%-6.5pp | 72.9%-4.2pp |
| Annual return | 11.34% | 34.72%-23.4pp | 21.16%-9.8pp | 40.38%-29.0pp |
| Employer contribution / active EE | $2,307 | $4,517-48.9% | $3,048-24.3% | $2,978-22.5% |
| Participant deferral / active EE | $3,856 | $6,545-41.1% | $4,738-18.6% | $5,017-23.1% |
| Admin fee / account holder | $195 | $105+85.6% | $8,948-97.8% | $145+34.3% |