See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,302 |
Filed as: PRINCIPAL SECURITIES Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,442 | $80,753-79.6% | $136,294-87.9% | $62,292-73.6% |
| Participation rate | 99.4% | 73.5%+25.9pp | 81.9%+17.5pp | 69.5%+29.9pp |
| Annual return | 27.77% | 35.83%-8.1pp | 5155.94%-5128.2pp | 28.90%-1.1pp |
| Employer contribution / active EE | $2,876 | $2,884-0.3% | $4,695-38.7% | $2,042+40.9% |
| Participant deferral / active EE | $4,476 | $5,164-13.3% | $6,247-28.4% | $3,169+41.2% |
| Admin fee / account holder | $131 | $525-75.0% | $9,243-98.6% | $479-72.6% |