Filed May 20, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,119 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $98,203 | $131,799-25.5% | $200,582-51.0% | $85,563+14.8% |
| Participation rate | 87.9% | 87.9%0pp | 86.9%+1.0pp | 66.0%+21.9pp |
| Annual return | 17.99% | 21.59%-3.6pp | 42.33%-24.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $2,298 | $4,532-49.3% | $6,419-64.2% | $2,654-13.4% |
| Participant deferral / active EE | $6,270 | $7,702-18.6% | $9,331-32.8% | $4,375+43.3% |
| Admin fee / account holder | $294 | $235+25.3% | $16,305-98.2% | $834-64.7% |