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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,838 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $50,040 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $78,176 | $50,956+53.4% | $96,562-19.0% | $86,799-9.9% |
| Participation rate | 97.3% | 65.2%+32.1pp | 69.8%+27.5pp | 72.3%+25.0pp |
| Annual return | 13.64% | 21.27%-7.6pp | 37.78%-24.1pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,473 | $1,111+32.6% | $2,356-37.5% | $2,405-38.8% |
| Participant deferral / active EE | $7,116 | $2,954+140.9% | $3,849+84.9% | $4,131+72.3% |
| Admin fee / account holder | $259 | $166+56.2% | $6,181-95.8% | $170+52.9% |