Filed September 24, 2021 (most recent of 5 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,229 |
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 | $122,443 | $54,320+125.4% | $67,652+81.0% | $52,331+134.0% |
| Participation rate | 98.8% | 73.6%+25.2pp | 75.7%+23.2pp | 68.1%+30.7pp |
| Annual return | 1.24% | 6.81%-5.6pp | 6625.04%-6623.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $4,197 | $1,544+171.9% | $2,266+85.3% | $1,882+123.0% |
| Participant deferral / active EE | $6,311 | $2,950+113.9% | $3,560+77.3% | $3,022+108.8% |
| Admin fee / account holder | $7 | $527-98.7% | $4,821-99.9% | $592-98.9% |