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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,111 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVCIES LLC Service code 27 | Advisory (Plan) | $23,625 |
MAXUS PLAN SOLUTIONS9+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $7,004 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,238 | $55,415-56.3% | $155,509-84.4% | $74,495-67.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 23.65% | 268.50%-244.8pp | 64.67%-41.0pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $1,743 | $2,267-23.1% | $4,672-62.7% | $2,623-33.5% |
| Participant deferral / active EE | $2,679 | $2,836-5.5% | $5,626-52.4% | $4,346-38.3% |
| Admin fee / account holder | $177 | $1,738-89.8% | $15,912-98.9% | $1,942-90.9% |