Filed December 16, 2014
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,815 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,789 | $46,732-40.5% | $156,549-82.2% | $55,167-49.6% |
| Participation rate | 78.1% | 65.8%+12.3pp | 84.0%-5.9pp | 69.0%+9.1pp |
| Annual return | 7.54% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,074 | $2,105-49.0% | $5,501-80.5% | $1,963-45.3% |
| Participant deferral / active EE | $953 | $2,204-56.8% | $4,871-80.4% | $3,054-68.8% |
| Admin fee / account holder | $78 | $418-81.3% | $13,027-99.4% | $504-84.4% |