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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,734 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $41,370 |
Filed as: WILSHIRE ADVISORS LLC 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 | $67,846 | $42,353+60.2% | $79,550-14.7% | $64,808+4.7% |
| Participation rate | 98.1% | 64.8%+33.3pp | 69.5%+28.6pp | 71.5%+26.6pp |
| Annual return | -15.06% | -12.24%-2.8pp | 0.16%-15.2pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,484 | $1,181+25.7% | $2,413-38.5% | $2,506-40.8% |
| Participant deferral / active EE | $7,986 | $3,170+151.9% | $3,985+100.4% | $4,310+85.3% |
| Admin fee / account holder | $217 | $160+36.2% | $6,832-96.8% | $188+15.7% |