Filed February 25, 2022
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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,759 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,286 | $100,227+32.0% | $169,993-22.2% | $74,419+77.8% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.0%+10.7pp | 70.7%+26.9pp |
| Annual return | 0.00% | 66.08%-66.1pp | 53.37%-53.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $3,372 | $4,263-20.9% | $6,785-50.3% | $2,637+27.8% |
| Participant deferral / active EE | $4,633 | $7,143-35.1% | $10,408-55.5% | $4,528+2.3% |
| Admin fee / account holder | $74 | $234-68.4% | $12,815-99.4% | $348-78.7% |