Filed December 14, 2018
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,080 |
Filed as: PRINCIPAL SECURITIES Service code 49 | Other Services | $13,657 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,501 | $46,464-17.1% | $150,298-74.4% | $79,634-51.7% |
| Participation rate | 29.3% | 57.0%-27.6pp | 77.8%-48.4pp | 62.5%-33.2pp |
| Annual return | 17.78% | 27.89%-10.1pp | 62.79%-45.0pp | 36.46%-18.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,581 | $2,157+19.7% | $5,453-52.7% | $3,835-32.7% |
| Admin fee / account holder | $228 | $891-74.3% | $14,116-98.4% | $1,002-77.2% |