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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,669 |
SIGMA FINANCIAL CORPORATION2 years Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $16,087 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,021 | $65,061-58.5% | $143,757-81.2% | $66,914-59.6% |
| Participation rate | 80.8% | 65.2%+15.7pp | 80.3%+0.5pp | 69.8%+11.0pp |
| Annual return | -14.41% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,214 | $2,361-48.6% | $4,951-75.5% | $2,544-52.3% |
| Participant deferral / active EE | $1,678 | $2,919-42.5% | $5,637-70.2% | $4,237-60.4% |
| Admin fee / account holder | $189 | $502-62.3% | $14,673-98.7% | $593-68.1% |