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 9-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 | $21,434 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,289 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,833 | $58,879-56.1% | $178,490-85.5% | $73,488-64.8% |
| Participation rate | 91.7% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.1pp |
| Annual return | 17.43% | 24.86%-7.4pp | 151.07%-133.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $693 | $2,236-69.0% | $5,011-86.2% | $2,270-69.5% |
| Participant deferral / active EE | $4,407 | $2,567+71.7% | $5,202-15.3% | $3,740+17.8% |
| Admin fee / account holder | $150 | $400-62.6% | $13,984-98.9% | $513-70.8% |