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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,333 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $160,902 | $131,799+22.1% | $200,582-19.8% | $85,563+88.1% |
| Participation rate | 84.0% | 87.9%-4.0pp | 86.9%-2.9pp | 66.0%+18.0pp |
| Annual return | 15.26% | 21.59%-6.3pp | 42.33%-27.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $7,701 | $4,532+69.9% | $6,419+20.0% | $2,654+190.2% |
| Participant deferral / active EE | $11,161 | $7,702+44.9% | $9,331+19.6% | $4,375+155.1% |
| Admin fee / account holder | $190 | $235-19.2% | $16,305-98.8% | $834-77.2% |