Filed November 18, 2016
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 | $40,956 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $23,072 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $15,955 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,707 | $100,801-53.7% | $149,696-68.8% | $73,409-36.4% |
| Participation rate | 86.0% | 77.7%+8.3pp | 82.5%+3.6pp | 72.2%+13.9pp |
| Annual return | 13.31% | 265.34%-252.0pp | 276.60%-263.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $795 | $3,312-76.0% | $4,644-82.9% | $2,234-64.4% |
| Participant deferral / active EE | $3,101 | $6,404-51.6% | $6,842-54.7% | $3,805-18.5% |
| Admin fee / account holder | $147 | $181-18.6% | $9,309-98.4% | $158-6.8% |