Filed June 4, 2020 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,920 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $88,047 | $80,005+10.1% | $140,016-37.1% | $55,725+58.0% |
| Participation rate | 98.6% | 87.0%+11.6pp | 87.5%+11.1pp | 70.9%+27.8pp |
| Annual return | -7.20% | 0.46%-7.7pp | 651.12%-658.3pp | 244.93%-252.1pp |
| Employer contribution / active EE | $7,067 | $3,403+107.7% | $5,606+26.1% | $2,078+240.0% |
| Participant deferral / active EE | $5,371 | $5,264+2.0% | $6,927-22.5% | $3,356+60.1% |
| Admin fee / account holder | $220 | $116+89.9% | $10,705-97.9% | $115+90.7% |