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 CORPORATION6+ years Service code 49 · EIN 38-2472555 | Other Services | $19,734 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,314 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,877 | $58,879-37.4% | $178,490-79.3% | $73,488-49.8% |
| Participation rate | 78.6% | 66.2%+12.3pp | 81.9%-3.4pp | 70.7%+7.9pp |
| Annual return | 12.17% | 24.86%-12.7pp | 151.07%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,175 | $2,236-47.5% | $5,011-76.5% | $2,270-48.2% |
| Participant deferral / active EE | $1,490 | $2,567-42.0% | $5,202-71.3% | $3,740-60.1% |
| Admin fee / account holder | $70 | $400-82.6% | $13,984-99.5% | $513-86.5% |