Filed July 28, 2022 (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 9-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: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $23,309 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,926 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,494 | $44,873+34.8% | $79,464-23.9% | $56,287+7.5% |
| Participation rate | 93.6% | 68.7%+24.9pp | 73.3%+20.3pp | 69.9%+23.7pp |
| Annual return | -1.19% | 0.81%-2.0pp | 718.14%-719.3pp | -9.96%+8.8pp |
| Employer contribution / active EE | $5,925 | $2,140+176.9% | $2,800+111.6% | $2,111+180.7% |
| Participant deferral / active EE | $6,672 | $2,746+143.0% | $3,704+80.1% | $3,350+99.2% |
| Admin fee / account holder | $12 | $418-97.2% | $5,113-99.8% | $521-97.8% |