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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,147 |
PROSPERA FINANCIAL SERVICES3+ years Service code 49 · EIN 75-1832551 | Other Services | $7,025 |
Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 02-0275490 | Other Services | $3,445 |
Service code 49 · EIN 75-2225660 | Other Services | $3,251 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $98,609 | $75,284+31.0% | $91,001+8.4% | $69,631+41.6% |
| Participation rate | 84.9% | 80.4%+4.5pp | 75.6%+9.3pp | 70.7%+14.2pp |
| Annual return | 19.00% | 48.40%-29.4pp | 4.60%+14.4pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $489 | $2,473-80.2% | $2,456-80.1% | $2,032-75.9% |
| Participant deferral / active EE | $3,715 | $3,700+0.4% | $3,547+4.7% | $3,224+15.2% |
| Admin fee / account holder | $29 | $111-73.4% | $5,417-99.5% | $110-73.4% |