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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,221 |
PRIVATE ADVISOR GROUP LLC3 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $36,267 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,641 | $85,135-41.7% | $98,907-49.8% | $73,409-32.4% |
| Participation rate | 67.3% | 81.1%-13.9pp | 76.0%-8.7pp | 72.2%-4.9pp |
| Annual return | 16.38% | 19.14%-2.8pp | 196.43%-180.0pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,461 | $2,721-46.3% | $2,689-45.7% | $2,234-34.6% |
| Participant deferral / active EE | $2,771 | $4,349-36.3% | $4,244-34.7% | $3,805-27.2% |
| Admin fee / account holder | $237 | $139+70.3% | $6,642-96.4% | $158+50.2% |