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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,027 |
Filed as: CAPITOL SECURITIES MGMT Service code 27 · EIN 54-1170635 | Advisory (Plan) | $23,094 |
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 | $125,849 | $185,342-32.1% | $111,297+13.1% | $86,799+45.0% |
| Participation rate | 98.4% | 81.0%+17.4pp | 77.3%+21.1pp | 72.3%+26.1pp |
| Annual return | 14.67% | 500.80%-486.1pp | 54.65%-40.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,926 | $2,246-14.3% | $2,731-29.5% | $2,405-19.9% |
| Participant deferral / active EE | $6,981 | $4,458+56.6% | $4,487+55.6% | $4,131+69.0% |
| Admin fee / account holder | $136 | $255-46.9% | $7,964-98.3% | $170-20.0% |