Filed December 19, 2023 (most recent of 4 filings on file)
Total covered: 4 employees
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,554 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $65,952 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,367 |
MI-T-M CORPORATION7 years Service code 10 · EIN 42-1014561 | Accounting | $6,751 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,710 | $72,254-10.4% | $86,677-25.3% | $64,808-0.2% |
| Participation rate | 92.8% | 80.4%+12.4pp | 76.6%+16.3pp | 71.5%+21.4pp |
| Annual return | -18.17% | 392.42%-410.6pp | 35.91%-54.1pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,833 | $2,393-23.4% | $2,836-35.4% | $2,506-26.9% |
| Participant deferral / active EE | $5,018 | $4,658+7.7% | $4,656+7.8% | $4,310+16.4% |
| Admin fee / account holder | $201 | $174+15.5% | $7,493-97.3% | $188+7.0% |