Filed September 14, 2018
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 | $50,703 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVCIES LLC Service code 27 | Advisory (Plan) | $17,999 |
MAXUS PLAN SOLUTIONS5+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $8,842 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
Annual investment return 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 | $24,599 | $52,293-53.0% | $178,490-86.2% | $73,409-66.5% |
| Participation rate | 98.2% | 65.3%+32.8pp | 81.9%+16.3pp | 72.2%+26.0pp |
| Annual return | 5.10% | 34.75%-29.6pp | 151.07%-146.0pp | 59.29%-54.2pp |
| Employer contribution / active EE | $931 | $1,735-46.4% | $5,011-81.4% | $2,234-58.3% |
| Participant deferral / active EE | $1,611 | $2,332-30.9% | $5,202-69.0% | $3,805-57.7% |
| Admin fee / account holder | $194 | $127+52.5% | $13,984-98.6% | $158+23.0% |