Filed May 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $143,028 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $40,996 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,490 | $40,174+48.1% | $84,015-29.2% | $67,579-12.0% |
| Participation rate | 97.7% | 62.7%+35.0pp | 69.0%+28.7pp | 71.3%+26.5pp |
| Annual return | 19.62% | 25.82%-6.2pp | 71.31%-51.7pp | 378.56%-358.9pp |
| Employer contribution / active EE | $238 | $808-70.5% | $1,983-88.0% | $2,148-88.9% |
| Participant deferral / active EE | $5,719 | $2,301+148.5% | $3,239+76.6% | $3,539+61.6% |
| Admin fee / account holder | $233 | $128+81.5% | $6,101-96.2% | $142+63.7% |