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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $26,137 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,071 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,629 | $62,928-35.4% | $172,739-76.5% | $67,579-39.9% |
| Participation rate | 83.2% | 64.5%+18.7pp | 82.6%+0.5pp | 71.3%+11.9pp |
| Annual return | 19.98% | 30.36%-10.4pp | 802.84%-782.9pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,365 | $1,636-16.6% | $5,143-73.5% | $2,148-36.5% |
| Participant deferral / active EE | $1,336 | $2,145-37.7% | $5,198-74.3% | $3,539-62.2% |
| Admin fee / account holder | $56 | $167-66.1% | $13,954-99.6% | $142-60.3% |