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 |
|---|---|---|
SIGMA FINANCIAL CORPORATION5+ years Service code 49 · EIN 38-2472555 | Other Services | $20,685 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,012 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $32,626 | $52,953-38.4% | $172,739-81.1% | $65,185-49.9% |
| Participation rate | 75.5% | 66.2%+9.3pp | 82.6%-7.2pp | 70.2%+5.3pp |
| Annual return | 19.11% | 30.12%-11.0pp | 802.84%-783.7pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,049 | $2,190-52.1% | $5,143-79.6% | $2,177-51.8% |
| Participant deferral / active EE | $1,242 | $2,471-49.7% | $5,198-76.1% | $3,514-64.6% |
| Admin fee / account holder | $59 | $472-87.5% | $13,954-99.6% | $847-93.1% |