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 FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $26,523 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,826 |
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 | $43,628 | $52,293-16.6% | $178,490-75.6% | $73,409-40.6% |
| Participation rate | 82.0% | 65.3%+16.7pp | 81.9%+0.1pp | 72.2%+9.8pp |
| Annual return | 13.58% | 34.75%-21.2pp | 151.07%-137.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,469 | $1,735-15.4% | $5,011-70.7% | $2,234-34.2% |
| Participant deferral / active EE | $1,241 | $2,332-46.8% | $5,202-76.1% | $3,805-67.4% |
| Admin fee / account holder | $40 | $127-68.5% | $13,984-99.7% | $158-74.6% |