Filed October 30, 2018 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 13 · EIN 94-1347393 | Contract Administrator | $20,000 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $5,278 |
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 | $78,022 | $63,114+23.6% | $92,893-16.0% | $65,185+19.7% |
| Participation rate | 72.2% | 68.8%+3.5pp | 76.0%-3.8pp | 70.2%+2.0pp |
| Annual return | 23.18% | 28.75%-5.6pp | 109.41%-86.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,659 | $2,571-35.5% | $3,653-54.6% | $2,177-23.8% |
| Participant deferral / active EE | $5,473 | $3,108+76.1% | $4,236+29.2% | $3,514+55.8% |
| Admin fee / account holder | $294 | $624-52.9% | $5,794-94.9% | $847-65.3% |