Filed November 9, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,788 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INCOPORATED Service code 27 | Advisory (Plan) | $0 |
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 | $53,484 | $58,726-8.9% | $92,233-42.0% | $62,292-14.1% |
| Participation rate | 91.5% | 68.3%+23.2pp | 76.5%+15.0pp | 69.5%+22.0pp |
| Annual return | 17.20% | 43.62%-26.4pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,376 | $2,392-42.5% | $3,679-62.6% | $2,042-32.6% |
| Participant deferral / active EE | $3,856 | $2,766+39.4% | $3,897-1.0% | $3,169+21.7% |
| Admin fee / account holder | $17 | $556-96.9% | $5,194-99.7% | $479-96.4% |