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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $143,988 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $43,857 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,091 | $64,286+10.6% | $90,951-21.8% | $73,409-3.2% |
| Participation rate | 97.1% | 63.6%+33.5pp | 69.0%+28.1pp | 72.2%+24.9pp |
| Annual return | 11.37% | 21.45%-10.1pp | 134.60%-123.2pp | 59.29%-47.9pp |
| Employer contribution / active EE | $767 | $895-14.3% | $2,122-63.9% | $2,234-65.7% |
| Participant deferral / active EE | $6,453 | $2,453+163.0% | $3,373+91.3% | $3,805+69.6% |
| Admin fee / account holder | $257 | $287-10.4% | $5,959-95.7% | $158+62.9% |