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 | $39,811 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 | Other Services | $1,849 |
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.
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 | $17,681 | $73,102-75.8% | $123,544-85.7% | $56,287-68.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -2.49% | 3.01%-5.5pp | 119.20%-121.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $3,179 | $2,977+6.8% | $4,628-31.3% | $2,111+50.6% |
| Participant deferral / active EE | $5,456 | $5,423+0.6% | $6,426-15.1% | $3,350+62.9% |
| Admin fee / account holder | $167 | $554-69.8% | $9,284-98.2% | $521-67.9% |