Filed May 12, 2020 (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 9-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 |
|---|---|---|
Filed as: SIGNATOR INVESTORS - JHFN Service code 27 · EIN 04-2442399 | Advisory (Plan) | $6,626 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,210 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,264 | $52,467-36.6% | $57,179-41.8% | $55,167-39.7% |
| Participation rate | 56.0% | 75.8%-19.8pp | 75.3%-19.3pp | 69.0%-13.0pp |
| Annual return | 6.33% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $873 | $2,477-64.8% | $2,682-67.5% | $1,963-55.5% |
| Participant deferral / active EE | $2,467 | $2,830-12.8% | $3,096-20.3% | $3,054-19.2% |
| Admin fee / account holder | $59 | $269-78.2% | $3,139-98.1% | $504-88.3% |