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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,469 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVCIES LLC Service code 27 | Advisory (Plan) | $25,134 |
MAXUS PLAN SOLUTIONS10+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $8,749 |
WELLS FARGO BANK, N.A.8 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,673 | $50,982-51.6% | $154,803-84.1% | $85,563-71.2% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 10.41% | 30.35%-19.9pp | 58.88%-48.5pp | 31.51%-21.1pp |
| Employer contribution / active EE | $1,256 | $1,708-26.5% | $4,305-70.8% | $2,654-52.7% |
| Participant deferral / active EE | $1,746 | $2,474-29.4% | $5,540-68.5% | $4,375-60.1% |
| Admin fee / account holder | $162 | $846-80.9% | $14,329-98.9% | $834-80.6% |