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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,921 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $20,797 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,386 | $100,227-38.8% | $169,993-63.9% | $74,419-17.5% |
| Participation rate | 95.7% | 87.3%+8.3pp | 87.0%+8.7pp | 70.7%+24.9pp |
| Annual return | 17.88% | 66.08%-48.2pp | 53.37%-35.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,754 | $4,263-58.8% | $6,785-74.1% | $2,637-33.5% |
| Participant deferral / active EE | $3,762 | $7,143-47.3% | $10,408-63.9% | $4,528-16.9% |
| Admin fee / account holder | $218 | $234-6.9% | $12,815-98.3% | $348-37.2% |