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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,388 |
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $32,148 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $11,218 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,534 | $54,193+44.9% | $93,606-16.1% | $77,643+1.1% |
| Participation rate | 98.7% | 63.9%+34.8pp | 68.7%+30.0pp | 70.6%+28.2pp |
| Annual return | 13.17% | 30.54%-17.4pp | 133.20%-120.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $725 | $1,168-37.9% | $2,420-70.0% | $2,726-73.4% |
| Participant deferral / active EE | $7,461 | $3,144+137.3% | $4,411+69.1% | $4,647+60.5% |
| Admin fee / account holder | $225 | $576-61.0% | $8,285-97.3% | $430-47.8% |