Filed June 1, 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 9-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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS8+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $107,905 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 19 · EIN 42-0127290 | Securities Custodian | $14,802 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,383-100.0% | $565,817-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 29.9%-29.9pp | 9.9%-9.9pp |
| Annual return | -10.80% | -11.36%+0.6pp | -8.79%-2.0pp | -5.25%-5.6pp |
| Employer contribution / active EE | $0 | $11,614-100.0% | $43,435-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $12-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | $3,859-100.0% |