Filed August 3, 2022 (most recent of 5 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 |
|---|---|---|
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $43,608 |
Service code 49 · EIN 74-2794194 | Other Services | $6,951 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,456 |
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 | $167,787 | $95,542+75.6% | $69,455+141.6% | $67,579+148.3% |
| Participation rate | 87.0% | 79.4%+7.6pp | 74.6%+12.4pp | 71.3%+15.7pp |
| Annual return | 5.01% | 17.67%-12.7pp | 28.97%-24.0pp | 378.56%-373.5pp |
| Employer contribution / active EE | $4,470 | $2,989+49.5% | $2,779+60.8% | $2,148+108.1% |
| Participant deferral / active EE | $5,714 | $3,263+75.1% | $3,535+61.6% | $3,539+61.5% |
| Admin fee / account holder | $16 | $90-82.0% | $3,839-99.6% | $142-88.7% |