Filed January 7, 2019
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: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $21,103 |
Service code 13 · EIN 94-2936206 | Contract Administrator | $6,906 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,768 | $44,960-71.6% | $84,966-85.0% | $74,495-82.9% |
| Participation rate | 71.7% | 49.4%+22.4pp | 67.5%+4.2pp | 67.2%+4.5pp |
| Annual return | 13.24% | 26.24%-13.0pp | 66.38%-53.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $470 | $1,457-67.7% | $2,727-82.8% | $2,623-82.1% |
| Participant deferral / active EE | $2,036 | $2,731-25.4% | $4,519-54.9% | $4,346-53.1% |
| Admin fee / account holder | $255 | $2,209-88.5% | $6,149-95.9% | $1,942-86.9% |