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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,583 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $63,781 | $63,905-0.2% | $74,183-14.0% | $57,658+10.6% |
| Participation rate | 97.5% | 79.8%+17.7pp | 76.6%+20.9pp | 70.2%+27.2pp |
| Annual return | 160.10% | 60.60%+99.5pp | 17.74%+142.4pp | 5.13%+155.0pp |
| Employer contribution / active EE | $1,275 | $1,840-30.7% | $2,370-46.2% | $1,974-35.4% |
| Participant deferral / active EE | $1,659 | $3,448-51.9% | $3,550-53.3% | $3,061-45.8% |
| Admin fee / account holder | $2 | $91-98.1% | $5,586-100.0% | $95-98.2% |