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 | $33,619 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,341 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,970 | $65,061-63.2% | $143,757-83.3% | $66,914-64.2% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -7.58% | -11.14%+3.6pp | -0.04%-7.5pp | 1.58%-9.2pp |
| Employer contribution / active EE | $782 | $2,361-66.9% | $4,951-84.2% | $2,544-69.2% |
| Participant deferral / active EE | $4,833 | $2,919+65.6% | $5,637-14.3% | $4,237+14.1% |
| Admin fee / account holder | $150 | $502-70.1% | $14,673-99.0% | $593-74.7% |