Filed December 10, 2020 (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 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,704 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,539 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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 | $192,192 | $136,307+41.0% | $177,821+8.1% | $73,488+161.5% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.7%+11.1pp | 70.7%+28.1pp |
| Annual return | 13.60% | 18.68%-5.1pp | 48.32%-34.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $5,622 | $3,712+51.5% | $5,918-5.0% | $2,270+147.7% |
| Participant deferral / active EE | $10,187 | $5,829+74.8% | $7,714+32.1% | $3,740+172.4% |
| Admin fee / account holder | $9 | $596-98.5% | $12,427-99.9% | $513-98.3% |