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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,054 |
VRAKAS S.C.2 years Filed as: VRAKAS Service code 10 · EIN 39-1453055 | Accounting | $11,000 |
BAIRD INSURANCE SERVICES INC8 years Service code 49 · EIN 39-1236032 | Other Services | $7,573 |
Filed as: WILSHIRE ADVISORS LLC 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,407 | $79,171-14.9% | $102,423-34.2% | $74,495-9.5% |
| Participation rate | 88.5% | 74.8%+13.7pp | 76.5%+12.0pp | 67.2%+21.3pp |
| Annual return | 11.74% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,143 | $2,362-51.6% | $3,023-62.2% | $2,623-56.4% |
| Participant deferral / active EE | $4,456 | $4,415+0.9% | $5,053-11.8% | $4,346+2.5% |
| Admin fee / account holder | $304 | $2,001-84.8% | $9,451-96.8% | $1,942-84.4% |