Filed July 22, 2016 (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 |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $7,972 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,423 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,719 | $46,464-59.7% | $150,298-87.5% | $79,634-76.5% |
| Participation rate | 47.2% | 57.0%-9.8pp | 77.8%-30.6pp | 62.5%-15.3pp |
| Annual return | 9.01% | 27.89%-18.9pp | 62.79%-53.8pp | 36.46%-27.5pp |
| Employer contribution / active EE | $366 | $1,512-75.8% | $4,154-91.2% | $2,529-85.5% |
| Participant deferral / active EE | $1,159 | $2,157-46.3% | $5,453-78.7% | $3,835-69.8% |
| Admin fee / account holder | $25 | $891-97.2% | $14,116-99.8% | $1,002-97.5% |