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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,901 |
VRAKAS S.C.1 year Filed as: VRAKAS Service code 10 · EIN 39-0758449 | Accounting | $10,500 |
BAIRD INSURANCE SERVICES INC7 years Service code 49 · EIN 39-1236032 | Other Services | $10,316 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $7,687 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,738 | $76,050-21.4% | $96,544-38.1% | $71,457-16.4% |
| Participation rate | 91.4% | 74.4%+17.0pp | 76.0%+15.4pp | 67.9%+23.4pp |
| Annual return | 14.11% | 22.81%-8.7pp | 25.84%-11.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,338 | $2,244-40.4% | $2,965-54.9% | $2,588-48.3% |
| Participant deferral / active EE | $4,855 | $4,215+15.2% | $4,851+0.1% | $4,289+13.2% |
| Admin fee / account holder | $300 | $2,707-88.9% | $8,252-96.4% | $1,587-81.1% |