Filed September 21, 2016
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,750 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $58,324 | $111,608-47.7% | $177,821-67.2% | $73,409-20.5% |
| Participation rate | 93.5% | 87.9%+5.6pp | 87.7%+5.8pp | 72.2%+21.3pp |
| Annual return | 14.72% | 18.23%-3.5pp | 48.32%-33.6pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,382 | $3,796-63.6% | $5,918-76.6% | $2,234-38.1% |
| Participant deferral / active EE | $3,012 | $6,199-51.4% | $7,714-61.0% | $3,805-20.8% |
| Admin fee / account holder | $57 | $166-65.4% | $12,427-99.5% | $158-63.7% |