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 | $37,291 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $27,884 |
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 | $30,712 | $61,272-49.9% | $149,673-79.5% | $71,457-57.0% |
| Participation rate | 95.5% | 62.5%+33.0pp | 78.8%+16.8pp | 67.9%+27.6pp |
| Annual return | 21.32% | 35.85%-14.5pp | 134.42%-113.1pp | 28.85%-7.5pp |
| Employer contribution / active EE | $801 | $2,378-66.3% | $4,818-83.4% | $2,588-69.1% |
| Participant deferral / active EE | $4,673 | $2,917+60.2% | $5,680-17.7% | $4,289+9.0% |
| Admin fee / account holder | $179 | $1,261-85.8% | $13,210-98.6% | $1,587-88.7% |