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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,117 |
SECURITIES AMERICA INC6 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $38,273 |
Filed as: WILSHIRE ADVISORS LLC 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 | $82,568 | $53,165+55.3% | $86,188-4.2% | $74,419+11.0% |
| Participation rate | 97.1% | 64.9%+32.2pp | 69.0%+28.1pp | 70.7%+26.4pp |
| Annual return | 14.49% | 22.64%-8.2pp | 1168.45%-1154.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $1,367 | $1,210+12.9% | $2,380-42.6% | $2,637-48.2% |
| Participant deferral / active EE | $7,867 | $3,234+143.2% | $3,985+97.4% | $4,528+73.7% |
| Admin fee / account holder | $232 | $551-57.9% | $6,852-96.6% | $348-33.3% |