Filed December 14, 2018
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 |
|---|---|---|
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,501 | $50,982-24.5% | $154,803-75.1% | $85,563-55.0% |
| Participation rate | 29.3% | 59.8%-30.5pp | 78.1%-48.7pp | 66.0%-36.6pp |
| Annual return | 17.78% | 30.35%-12.6pp | 58.88%-41.1pp | 31.51%-13.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,581 | $2,474+4.3% | $5,540-53.4% | $4,375-41.0% |
| Admin fee / account holder | $228 | $846-73.0% | $14,329-98.4% | $834-72.6% |