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 | $50,982-63.3% | $154,803-87.9% | $85,563-78.1% |
| Participation rate | 47.2% | 59.8%-12.6pp | 78.1%-30.9pp | 66.0%-18.8pp |
| Annual return | 9.01% | 30.35%-21.3pp | 58.88%-49.9pp | 31.51%-22.5pp |
| Employer contribution / active EE | $366 | $1,708-78.6% | $4,305-91.5% | $2,654-86.2% |
| Participant deferral / active EE | $1,159 | $2,474-53.2% | $5,540-79.1% | $4,375-73.5% |
| Admin fee / account holder | $25 | $846-97.1% | $14,329-99.8% | $834-97.0% |