Filed September 28, 2022 (most recent of 3 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 8-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,427 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $60,443 | $134,045-54.9% | $80,019-24.5% | $75,289-19.7% |
| Participation rate | 86.7% | 85.8%+0.9pp | 75.8%+10.8pp | 72.4%+14.3pp |
| Annual return | 0.00% | -0.56%+0.6pp | 11.22%-11.2pp | -0.04%0pp |
| Employer contribution / active EE | $3,944 | $3,492+12.9% | $2,468+59.8% | $2,405+64.0% |
| Participant deferral / active EE | $3,205 | $4,976-35.6% | $3,686-13.0% | $3,739-14.3% |
| Admin fee / account holder | $36 | $124-71.1% | $6,521-99.5% | $102-65.1% |