Filed October 13, 2020 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITOL SECURITIES MGMT. Service code 27 · EIN 54-1170635 | Advisory (Plan) | $17,202 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,828 |
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 | $99,499 | $73,404+35.6% | $87,100+14.2% | $67,579+47.2% |
| Participation rate | 94.8% | 80.9%+14.0pp | 76.9%+18.0pp | 71.3%+23.6pp |
| Annual return | 23.51% | 48.29%-24.8pp | 28.19%-4.7pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,687 | $2,014-16.2% | $2,521-33.1% | $2,148-21.5% |
| Participant deferral / active EE | $5,900 | $3,913+50.8% | $4,049+45.7% | $3,539+66.7% |
| Admin fee / account holder | $70 | $142-50.7% | $7,497-99.1% | $142-51.0% |