Filed March 7, 2019 (most recent of 2 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,381 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 49 · EIN 13-2808480 4800 DEER LAKE DR E · JACKSONSVILLE, FL 32246 | Other Services | $25,249 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICE, INC. Service code 13 | Contract Administrator | $10,478 |
Service code 49 · EIN 13-5674085 4800 DEER LAKE DR E · JACKSONSVILLE, FL 32246 | Other Services | $5,637 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 · EIN 52-1053785 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES, INCORPORATED 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 | $79,305 | $71,666+10.7% | $117,854-32.7% | $69,631+13.9% |
| Participation rate | 96.8% | 77.5%+19.2pp | 79.7%+17.1pp | 70.7%+26.1pp |
| Annual return | 21.43% | 18.86%+2.6pp | 335.08%-313.6pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $1,825 | $1,889-3.4% | $3,786-51.8% | $2,032-10.2% |
| Participant deferral / active EE | $4,222 | $3,340+26.4% | $4,482-5.8% | $3,224+31.0% |
| Admin fee / account holder | $271 | $120+125.3% | $8,020-96.6% | $110+145.4% |