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) | $18,176 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,570 |
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 | $112,710 | $79,519+41.7% | $95,952+17.5% | $73,409+53.5% |
| Participation rate | 99.8% | 81.2%+18.6pp | 77.1%+22.7pp | 72.2%+27.6pp |
| Annual return | 18.69% | 19.20%-0.5pp | 91.61%-72.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1,965 | $2,048-4.1% | $2,541-22.7% | $2,234-12.0% |
| Participant deferral / active EE | $6,886 | $4,138+66.4% | $4,167+65.3% | $3,805+81.0% |
| Admin fee / account holder | $68 | $184-63.3% | $6,795-99.0% | $158-57.1% |