Filed September 24, 2015
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 |
|---|---|---|
PROSPERA FINANCIAL SERVICES1+ years Service code 49 · EIN 75-1832551 | Other Services | $12,669 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,342 |
Service code 49 · EIN 75-2225660 | Other Services | $3,211 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,176 | $62,324+28.6% | $68,509+17.0% | $55,191+45.3% |
| Participation rate | 80.7% | 78.9%+1.8pp | 74.7%+5.9pp | 69.2%+11.5pp |
| Annual return | 2.12% | 4.26%-2.1pp | 8.27%-6.2pp | 10.78%-8.7pp |
| Employer contribution / active EE | $453 | $2,223-79.6% | $2,278-80.1% | $1,899-76.1% |
| Participant deferral / active EE | $3,354 | $3,425-2.1% | $3,382-0.8% | $3,046+10.1% |
| Admin fee / account holder | $30 | $91-67.1% | $5,275-99.4% | $91-66.9% |