Filed April 3, 2017 (most recent of 9 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,388 |
PRIVATE ADVISOR GROUP LLC2 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $35,889 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $42,595 | $74,347-42.7% | $93,606-54.5% | $67,579-37.0% |
| Participation rate | 74.3% | 80.6%-6.3pp | 75.8%-1.5pp | 71.3%+3.0pp |
| Annual return | 22.51% | 28.07%-5.6pp | 32.76%-10.3pp | 378.56%-356.0pp |
| Employer contribution / active EE | $1,615 | $2,583-37.5% | $2,718-40.6% | $2,148-24.8% |
| Participant deferral / active EE | $2,908 | $4,060-28.4% | $4,069-28.5% | $3,539-17.8% |
| Admin fee / account holder | $263 | $123+114.6% | $7,888-96.7% | $142+85.0% |