Filed June 23, 2022 (most recent of 3 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 |
|---|---|---|
EXECUTIVE INSURANCE AGENCY INC2+ years Service code 49 · EIN 34-1004471 | Other Services | $14,628 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,542 |
VALMARK ADVISERS INC2+ years Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $13,751 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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 | $131,742 | $36,916+256.9% | $156,549-15.8% | $57,658+128.5% |
| Participation rate | 99.4% | 63.4%+36.0pp | 84.0%+15.4pp | 70.2%+29.2pp |
| Annual return | 8.84% | 12.38%-3.5pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $6,705 | $1,571+326.9% | $5,501+21.9% | $1,974+239.7% |
| Participant deferral / active EE | $6,323 | $1,926+228.4% | $4,871+29.8% | $3,061+106.6% |
| Admin fee / account holder | $37 | $82-55.3% | $13,027-99.7% | $95-61.0% |