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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,579 |
BAIRD INSURANCE SERVICES INC4 years Service code 49 · EIN 39-1236032 | Other Services | $12,992 |
WIPFLI LLP2 years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $7,750 |
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $7,557 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.)
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 | $63,994 | $73,638-13.1% | $95,952-33.3% | $73,488-12.9% |
| Participation rate | 94.8% | 76.2%+18.6pp | 77.1%+17.7pp | 70.7%+24.1pp |
| Annual return | 10.79% | 16.78%-6.0pp | 91.61%-80.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,120 | $1,863-39.9% | $2,541-55.9% | $2,270-50.7% |
| Participant deferral / active EE | $4,029 | $3,617+11.4% | $4,167-3.3% | $3,740+7.7% |
| Admin fee / account holder | $371 | $482-23.1% | $6,795-94.5% | $513-27.7% |