Filed August 15, 2019 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $140,827 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $67,655 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,690 | $102,553+27.4% | $151,611-13.8% | $66,914+95.3% |
| Participation rate | 99.6% | 85.5%+14.1pp | 87.5%+12.1pp | 69.8%+29.8pp |
| Annual return | -13.66% | -10.82%-2.8pp | 3.33%-17.0pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,631 | $4,180-37.1% | $6,166-57.3% | $2,544+3.4% |
| Participant deferral / active EE | $7,343 | $6,641+10.6% | $8,363-12.2% | $4,237+73.3% |
| Admin fee / account holder | $486 | $630-22.9% | $11,616-95.8% | $593-18.1% |