Filed November 18, 2016 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,467 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $50,000 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,066 | $68,413-38.5% | $123,104-65.8% | $55,191-23.8% |
| Participation rate | 96.2% | 84.5%+11.6pp | 86.8%+9.4pp | 69.2%+27.0pp |
| Annual return | 0.13% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $756 | $3,050-75.2% | $5,151-85.3% | $1,899-60.2% |
| Participant deferral / active EE | $2,741 | $4,490-39.0% | $6,230-56.0% | $3,046-10.0% |
| Admin fee / account holder | $146 | $88+65.9% | $9,015-98.4% | $91+60.5% |