Filed January 4, 2018 (most recent of 4 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,342 |
Service code 49 · EIN 39-1236032 | Other Services | $12,805 |
WINTER, KLOMAN, MOTOR &1 year Service code 10 · EIN 32-1275499 | Accounting | $8,500 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $5,935 |
Filed as: WINTER KLOMAN, MOTER & R Service code 10 · EIN 39-1275499 | Accounting | $5,000 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,630 | $64,909-5.1% | $82,313-25.1% | $62,292-1.1% |
| Participation rate | 96.7% | 74.9%+21.8pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 15.65% | 21.18%-5.5pp | 25.88%-10.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,275 | $1,676-23.9% | $2,428-47.5% | $2,042-37.6% |
| Participant deferral / active EE | $4,269 | $3,103+37.6% | $3,706+15.2% | $3,169+34.7% |
| Admin fee / account holder | $412 | $440-6.2% | $5,608-92.6% | $479-14.0% |